Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development.
Essential Duties and Responsibilities
Partner with senior Consultants to develop and execute territory-level sales strategies.
Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions.
Travel within assigned territory (25-50%) to strengthen advisor relationships and support business development efforts.
Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs.
Prepare and present illustrations, proposals, and point-of-sale materials.
Support and follow up on marketing campaigns, seminars, and advisor events.
Respond to advisor inquiries and provide advanced product and case support.
Maintain consistent activity tracking and pipeline management within CRM tools.
Collaborate with internal partners to streamline processes and improve advisor experience.
Contribute to strategic initiatives, training efforts, and continuous improvement of the sales platform.
Knowledge, Skills, and Abilities
Knowledge of
Insurance products, advanced case design, and distribution channels.
Sales processes, CRM systems, and pipeline management.
Financial advisor practices, client segmentation, and planning needs.
Skill in
Building and maintaining strong advisor relationships (both virtual and in-person).
Consultative selling and influencing decision-making.
Managing a territory and prioritizing opportunities effectively.
Delivering polished presentations and product positioning.
Ability to
Independently drive results while collaborating with a broader sales team.
Adapt messaging and strategies based on advisor sophistication and needs.
Balance internal responsibilities with external travel and engagement.
Demonstrate a proactive, growth-oriented sales mindset.
Educational / Previous Experience Requirements
Bachelor's degree in Business, Marketing, or a related field preferred.
3-6+ years of experience in financial services, insurance sales, or wholesaling.
Prior experience in internal wholesaling or advisor-facing roles strongly preferred.
Equivalent combinations of education and experience considered with approval from Human Resources.
Licenses / Certifications
Work Experience
- General Experience - 3 to 6+ years
