Job Summary: 

• Assist key clients by providing product information, account support, and competitive market insights.
• Respond promptly to inquiries and deliver accurate details on offerings and industry data.
• Prepare professional illustrations and customized presentations to support client needs.
• Ensure all materials clearly communicate product value and benefits.
• Collaborate with stakeholders to confirm that illustrations and proposals align with sales objectives.
• Support external sales offices and wholesalers as a trusted partner and information resource.
• Foster collaboration between the home office and field teams to enhance communication and performance.
• Build strong internal and external relationships that promote teamwork and efficiency.
• Document all client interactions and activities using the company’s CRM system.
• Maintain up-to-date and accurate records to support sales tracking and follow-ups.

Skills on Resume: 

• Client Support (Soft Skills)
• Product Knowledge (Hard Skills)
• Market Analysis (Hard Skills)
• Presentation Design (Hard Skills)
• Collaboration (Soft Skills)
• CRM Management (Hard Skills)
• Sales Alignment (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Work collaboratively with the regional vice president to achieve sales goals and objectives.
• Make outbound calls to financial advisors and handle inbound calls from clients and prospects.
• Follow up on pipeline opportunities, prospect for new business, and schedule appointments.
• Prepare, price, position, and process proposals to support sales efforts.
• Deliver high-quality customer service to both internal and external stakeholders.
• Communicate detailed product information and respond to customer inquiries promptly and accurately.
• Track sales performance and asset metrics on a daily, monthly, and quarterly basis, providing regular reports.
• Share up-to-date information with the sales team and distribution partners regarding products, services, competitors, and market trends.
• Execute targeted calling campaigns to brokers and advisors to drive meetings, proposals, and overall sales activity.

Skills on Resume: 

• Sales Collaboration (Soft Skills)
• Outbound Communication (Soft Skills)
• Business Development (Soft Skills)
• Proposal Management (Hard Skills)
• Customer Service (Soft Skills)
• Product Knowledge (Hard Skills)
• Sales Reporting (Hard Skills)
• Market Awareness (Hard Skills)

Job Summary: 

• Coordinate and manage the assigned territory in collaboration with the external partner.
• Oversee the calendar, sales rotation, prospect identification, sales commitments, and goal tracking.
• Qualify or disqualify leads and manage their potential using the CRM system.
• Support the external partner by executing leads, following up on meetings, webinars, and calls, and providing necessary materials to generate new business opportunities.
• Prospect and engage new advisors while developing strategies with the external partner to expand outreach to potential offices.
• Serve as the primary contact for the majority of clients within the territory while assisting the external partner with key high-priority prospects.
• Record and track all activities, conversations, and outcomes in the CRM system for accurate reporting.
• Conduct webinars with advisors and investors to facilitate business development and close sales opportunities.
• Participate in call campaigns surrounding conferences, webinars, and major announcements to enhance engagement and conversion rates.

Skills on Resume: 

• Sales Collaboration (Soft Skills)
• Outbound Communication (Soft Skills)
• Lead Generation (Soft Skills)
• Proposal Preparation (Hard Skills)
• Customer Service (Soft Skills)
• Product Expertise (Hard Skills)
• Performance Tracking (Hard Skills)
• Market Analysis (Hard Skills)

Job Summary: 

• Develop new business opportunities while maintaining relationships with existing clients in a defined geographic territory.
• Engage prospects and customers through outbound phone calls and web-based sales meetings.
• Identify potential clients and expand the customer base through consistent outreach.
• Effectively position products to meet diverse client needs and goals.
• Build credibility and trust through professional and consultative communication.
• Ask clarifying questions to fully understand each client’s financial and insurance requirements.
• Provide accurate and relevant solutions tailored to the client’s specific situation.
• Ensure all client inquiries are addressed promptly and thoroughly.
• Work toward achieving defined business objectives related to sales growth and profitability.
• Drive producer engagement and contribute to the company’s long-term sales success.

Skills on Resume: 

• Business Development (Soft Skills)
• Client Relationship (Soft Skills)
• Prospecting (Soft Skills)
• Product Positioning (Hard Skills)
• Consultative Selling (Soft Skills)
• Needs Analysis (Soft Skills)
• Solution Delivery (Hard Skills)
• Sales Achievement (Soft Skills)

Job Summary: 

• Drive sales growth by developing, maintaining, and strengthening relationships across new and existing distribution channels.
• Foster long-term partnerships that contribute to sustained business expansion.
• Collaborate closely with the External Wholesaler to create and execute a strategic business plan.
• Manage the assigned territory effectively to achieve regional and corporate sales objectives.
• Conduct proactive outbound calls to prospects and clients within the designated territory.
• Convert inbound calls into qualified sales opportunities through consultative engagement.
• Identify client needs and recommend suitable investment solutions to drive conversions.
• Maintain comprehensive and current knowledge of the firm’s investment products and services.
• Stay informed on industry trends and market developments to support effective client discussions.
• Coordinate scheduling and logistical support for meetings and client engagements.
• Assist in organizing events, presentations, and related business development activities.
• Manage client relationships with professionalism and consistency to enhance trust and retention.

Skills on Resume: 

• Sales Development (Soft Skills)
• Relationship Management (Soft Skills)
• Strategic Planning (Hard Skills)
• Territory Management (Hard Skills)
• Consultative Selling (Soft Skills)
• Investment Knowledge (Hard Skills)
• Market Awareness (Hard Skills)
• Client Retention (Soft Skills)

Job Summary: 

• Develop and sustain strong professional relationships with agents appointed across multiple life insurance carriers.
• Provide ongoing support to help agents effectively navigate the sales process.
• Contribute to increasing policy volume and premium generation through strategic collaboration with field offices.
• Work proactively to identify and cultivate relationships with emerging top-producing agents.
• Engage new agents to expand business reach and strengthen distribution networks.
• Maintain productive partnerships with life insurance carrier wholesaler counterparts.
• Coordinate efforts with carrier teams to align goals and drive consistent sales outcomes.
• Collaborate effectively with colleagues at all organizational levels to ensure smooth communication.
• Foster teamwork and shared accountability within the broader sales environment.
• Promote and reinforce agent adherence to regulatory standards, carrier requirements, and corporate policies.
• Deliver exceptional customer service with a "serve the agent" mindset.
• Ensure every interaction reflects professionalism, responsiveness, and commitment to agent success.

Skills on Resume: 

• Agent Relationship Management (Soft Skills)
• Sales Support (Soft Skills)
• Business Development (Soft Skills)
• Talent Cultivation (Soft Skills)
• Partnership Building (Soft Skills)
• Goal Alignment (Hard Skills)
• Team Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Build and maintain strong relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.
• Maintain and grow individual or team sales revenue goals.
• Make proactive calls to all assigned agents to build and expand the block of business.
• Develop new business by recruiting new agents and expanding existing agent groups to maximize revenue potential.
• Partner with Sales Managers on all aspects of producer development and business maintenance.
• Maintain a proactive and supportive relationship with the sales and operations teams, assigned agents, and internal solution centers.
• Collaborate with the sales team to coordinate and execute local marketing efforts and communications established by Senior Management.
• Lead weekly team meetings to establish priorities and align team objectives.
• Prepare monthly forecasts, review key cases, and ensure all team members understand their responsibilities.
• Maintain a working knowledge of pending priority cases and drive them to closure.
• Develop expert-level knowledge of products, carriers, and Crump resources.
• Coordinate with the sales team and producers to run life insurance illustrations and implement creative, tailored solutions.

Skills on Resume: 

• Producer Relationship Management (Soft Skills)
• Revenue Growth (Hard Skills)
• Agent Recruitment (Soft Skills)
• Sales Collaboration (Soft Skills)
• Team Leadership (Soft Skills)
• Marketing Coordination (Hard Skills)
• Forecasting (Hard Skills)
• Product Expertise (Hard Skills)

Job Summary: 

• Collaborate with external partners to build relationships with financial advisors and implement effective business strategies.
• Reach out to prospective clients through calls and emails to identify needs and create tailored solutions that generate sales opportunities.
• Engage with clients and prospects to understand their business and investment processes, positioning products that align with their objectives.
• Maintain consistent follow-up with prospects to advance opportunities through the sales pipeline.
• Create peer fund comparison reports using analytical tools and provide insights to support sales growth.
• Utilize CRM systems to manage client data and track all interactions.
• Plan and execute mass marketing campaigns targeting prospective clients.
• Provide a high level of service and demonstrate strong product and industry knowledge to clients and prospects.
• Schedule meetings between clients, prospects, and external partners to facilitate business development.
• Use data platforms to identify and target relevant registered investment advisors.
• Conduct virtual presentations to prospective clients, showcasing products and communicating the company’s value proposition.

Skills on Resume: 

• Partner Relationship Management (Soft Skills)
• Prospecting (Soft Skills)
• Consultative Selling (Soft Skills)
• Follow-Up Management (Soft Skills)
• Data Analysis (Hard Skills)
• CRM Management (Hard Skills)
• Marketing Campaign Execution (Hard Skills)
• Virtual Presentation (Soft Skills)

Job Summary: 

• Schedule face-to-face appointments for External Wholesalers and virtual meetings for Internal Wholesalers.
• Coordinate availability to ensure efficient scheduling and time management.
• Verify information on existing in-force contracts using standardized templates.
• Ensure all contract details are accurate and properly documented.
• Maintain and update the company database with current and organized client information.
• Perform regular checks to preserve data accuracy and integrity.
• Support marketing campaigns by assisting with preparation and execution tasks.
• Help organize campaign materials and coordinate communication efforts.
• Contribute to the development and customization of client proposals.
• Ensure all proposals are professionally formatted and aligned with client needs and company standards.

Skills on Resume: 

• Appointment Scheduling (Hard Skills)
• Time Management (Soft Skills)
• Data Verification (Hard Skills)
• Database Maintenance (Hard Skills)
• Marketing Support (Soft Skills)
• Campaign Coordination (Soft Skills)
• Proposal Development (Hard Skills)
• Attention to Detail (Soft Skills)

Job Summary: 

• Prospect new business opportunities through targeted cold calling of financial advisors and centers of influence.
• Establish initial connections and build interest in company products and services.
• Collaborate with the Regional Sales Director to implement and execute a strategic marketing and sales plan.
• Support territory initiatives that align with business objectives and revenue goals.
• Segment and prioritize calling efforts to effectively target high-potential prospects.
• Develop strong relationships that lead to new sales opportunities and long-term partnerships.
• Identify client needs through insightful questions and tailor appropriate product solutions.
• Present recommendations clearly and encourage actionable next steps.
• Maintain and strengthen relationships with current clients to uncover cross-selling opportunities.
• Provide excellent service to foster client loyalty and satisfaction.
• Coordinate and schedule meetings and appointments for the Regional Sales Director to ensure smooth operations.

Skills on Resume: 

• Prospecting (Soft Skills)
• Lead Generation (Soft Skills)
• Strategic Planning (Hard Skills)
• Territory Management (Hard Skills)
• Relationship Building (Soft Skills)
• Needs Analysis (Soft Skills)
• Solution Selling (Soft Skills)
• Client Retention (Soft Skills)

Job Summary: 

• Increase sales and activity within the assigned territory by maintaining regular contact with financial advisors and managing the full sales process.
• Support regional managers in generating new business opportunities and strengthening existing relationships.
• Follow up with financial consultants who establish new businesses and provide ongoing education on current and upcoming products.
• Accurately record and maintain all activities within the CRM system.
• Leverage data and technology to identify target markets, firms, and advisors to expand penetration and market share.
• Engage in knowledgeable discussions with financial advisors and key stakeholders about investment solutions, economic trends, and market conditions.
• Deliver exceptional service by promptly responding to advisor requests and resolving account-related issues.
• Handle daily inquiries regarding fund and managed account performance and positions.
• Cultivate and maintain strong relationships with a select group of emerging advisors.
• Develop connections with advisors located in regions less frequently visited by regional managers to enhance territory coverage and growth.

Skills on Resume: 

• Territory Management (Hard Skills)
• Business Development (Soft Skills)
• Product Education (Soft Skills)
• CRM Management (Hard Skills)
• Data Utilization (Hard Skills)
• Investment Knowledge (Hard Skills)
• Customer Service (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Assist in prospecting by identifying new potential clients through top advisor lists and other research tools.
• Schedule meetings for business development team members with clients and prospects across multiple locations.
• Perform prompt and thorough follow-up after meetings to ensure continued engagement and progress.
• Support targeted marketing efforts by helping to create and distribute email campaigns.
• Provide proactive client service by reaching out to existing and prospective clients, identifying key contacts, and sharing research, market insights, and product updates.
• Maintain accurate and up-to-date client and prospect information within the CRM system.
• Prepare daily, weekly, and monthly sales tracking reports to monitor large transactions, redemptions, and emerging trends.
• Qualify prospects, record detailed notes in the CRM, and ensure inclusion in relevant campaigns or event lists.
• Travel with client-facing team members to attend meetings, gain insight into advisor needs, and observe effective client engagement practices.
• Represent the company and its products professionally, in alignment with the firm’s values and culture.

Skills on Resume: 

• Prospecting (Soft Skills)
• Meeting Coordination (Hard Skills)
• Follow-Up Management (Soft Skills)
• Marketing Support (Soft Skills)
• Client Communication (Soft Skills)
• CRM Management (Hard Skills)
• Sales Reporting (Hard Skills)
• Professional Representation (Soft Skills)

Job Summary: 

• Provide expert consultation and guidance to distribution partners on the company’s products and services.
• Align product recommendations with each partner’s employee benefits objectives and overall business strategy.
• Respond promptly and accurately to inquiries, calls, and requests from producers.
• Deliver professional, sales-focused information such as product details, illustrations, forms, and marketing materials.
• Serve as the primary point of contact for new prospect activity and opportunities.
• Clarify requests with sales representatives and producers to ensure accurate and efficient handling.
• Evaluate and triage incoming opportunities, coordinating with internal teams to prepare proposals and responses to RFPs.
• Oversee the development of proposals to ensure they align with client requirements and deadlines.
• Coordinate logistics for producer and client sales calls, including finalist presentations.
• Manage agendas, strategy meetings, speaker preparation, and presentation materials to ensure smooth execution.
• Support technical demonstrations and post-presentation follow-ups.
• Assist leadership with proposal pipeline management and CRM forecasting updates.
• Provide onboarding and development support for producers within the assigned territory, including assistance with the licensing process.

Skills on Resume: 

• Consultative Guidance (Soft Skills)
• Product Expertise (Hard Skills)
• Client Communication (Soft Skills)
• Opportunity Management (Hard Skills)
• Proposal Coordination (Hard Skills)
• Sales Support (Soft Skills)
• CRM Forecasting (Hard Skills)
• Onboarding Support (Soft Skills)

Job Summary: 

• Conduct outbound calls and other outreach initiatives to connect with target financial advisors.
• Engage prospects through personalized communication to build initial relationships.
• Profile advisors to understand their business models, client base, and professional interests.
• Assess compatibility between the advisor’s practice and the firm’s platform.
• Present the firm’s value proposition clearly and persuasively to potential partners.
• Highlight key benefits and unique advantages of joining the firm.
• Deliver compelling presentations that effectively close qualified prospects.
• Record all outreach, interactions, and progress in the HubSpot CRM system.
• Maintain accurate and up-to-date documentation to support follow-up efforts.
• Develop deep expertise in both the firm’s offerings and competitor platforms.
• Collaborate closely with colleagues to share insights, coordinate efforts, and achieve collective goals.

Skills on Resume: 

• Outbound Prospecting (Soft Skills)
• Relationship Building (Soft Skills)
• Advisor Profiling (Hard Skills)
• Compatibility Assessment (Hard Skills)
• Value Proposition Presentation (Soft Skills)
• Sales Closing (Soft Skills)
• CRM Management (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Collaborate with various levels of the organization to develop and execute a comprehensive territory sales plan.
• Identify and cultivate new portfolio sales opportunities while strengthening relationships with financial advisors on the focus list.
• Convert advisors through an effective portfolio sales process to drive business growth.
• Coordinate and implement marketing initiatives, call campaigns, and other territory-focused sales activities that support growth objectives.
• Leverage available sales and marketing resources to expand portfolio market share and increase visibility.
• Track and report proactive and reactive activity metrics, ensuring all interactions are accurately documented in the CRM system.
• Provide responsive sales support by handling inbound calls and serving as a subject matter expert on portfolio solutions.
• Take ownership of outstanding issues within the territory and ensure timely resolution.
• Maintain and expand strong relationships with clients and advisors across the assigned territory.
• Prospect for new business opportunities through targeted outreach via phone and email.
• Schedule meetings and appointments for external partners to facilitate continued engagement and relationship development.

Skills on Resume: 

• Territory Planning (Hard Skills)
• Business Development (Soft Skills)
• Portfolio Sales (Hard Skills)
• Marketing Execution (Hard Skills)
• CRM Management (Hard Skills)
• Sales Support (Soft Skills)
• Client Relationship (Soft Skills)
• Prospecting (Soft Skills)

Job Summary: 

• Provide internal DCIO-style sales and relationship management support to recordkeeping partners offering Lifetime Income Builder on their platforms.
• Act as a primary point of contact to enhance engagement and drive platform adoption.
• Deliver expert guidance via video and phone to recordkeeping sales and client management teams.
• Assist in onboarding new recordkeeping platforms to expand distribution reach and shelf space.
• Collaborate with partners to optimize setup, integration, and product alignment processes.
• Identify and cultivate new sales leads through proactive outreach and relationship development.
• Coordinate meetings and support the advancement of the sales process for defined contribution consultants and retirement plan advisors.
• Work closely with the marketing team to create presentation materials and promotional content that effectively communicate key messages.
• Ensure all sales decks and marketing materials are consistent with brand standards and messaging.
• Achieve or exceed assigned sales and AUM growth objectives through strategic partnerships and disciplined execution.
• Prospect and establish relationships with discretionary asset management platforms to broaden retail distribution.
• Provide regular performance and progress updates to the Sales Desk Manager.

Skills on Resume: 

• Sales Support (Soft Skills)
• Relationship Management (Soft Skills)
• Platform Onboarding (Hard Skills)
• Product Integration (Hard Skills)
• Lead Generation (Soft Skills)
• Marketing Collaboration (Soft Skills)
• Presentation Development (Hard Skills)
• Strategic Execution (Hard Skills)

Job Summary: 

• Collaborate with external wholesalers to drive sales growth and expand market share within the assigned territory.
• Profile financial advisors to gain insight into their practices, client base, and investment processes to identify key needs and opportunities.
• Execute proactive outbound sales initiatives to increase awareness and adoption of the company’s investment solutions.
• Respond promptly and professionally to inbound requests and service inquiries, ensuring thorough and timely follow-up with clients.
• Leverage fund analysis tools and research resources to strategically align product offerings with client objectives.
• Develop and maintain comprehensive knowledge of the company’s investment philosophy, products, policies, and value-added services.
• Effectively communicate the firm’s investment strategies, product differentiation, and competitive advantages through group and individual presentations.
• Stay informed on market developments, economic trends, and industry events that may influence client needs and investment decisions.
• Maintain a deep understanding of financial intermediary relationships, distribution platforms, and competitor offerings to strengthen positioning and business strategy.

Skills on Resume: 

• Sales Collaboration (Soft Skills)
• Advisor Profiling (Hard Skills)
• Outbound Prospecting (Soft Skills)
• Client Service (Soft Skills)
• Fund Analysis (Hard Skills)
• Product Knowledge (Hard Skills)
• Presentation Skills (Soft Skills)
• Market Awareness (Hard Skills)

Job Summary: 

• Partner with external wholesalers to build and strengthen client relationships within the assigned territory to achieve sales goals.
• Engage directly with financial advisors via phone and email to discuss how the company’s products and services can meet their clients’ needs.
• Collaborate with external wholesalers to develop and execute strategic sales plans that efficiently capture business opportunities.
• Present the firm’s key products and value-added resources to prospective clients to foster relationships and drive sales growth.
• Demonstrate accountability through prompt follow-up with prospects to establish rapport, sustain engagement, and nurture long-term relationships.
• Assess client needs by asking targeted and relevant questions to recommend the most suitable product solutions.
• Meet with advisors to exchange ideas and strategies for expanding their business and client base.
• Provide marketing materials, product overviews, and sales insights to enhance the overall sales process and strengthen advisor partnerships.
• Maintain clear and consistent communication with external partners and accurately record daily sales activities and progress in the CRM system.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Advisor Engagement (Soft Skills)
• Strategic Planning (Hard Skills)
• Product Presentation (Soft Skills)
• Follow-Up Management (Soft Skills)
• Needs Assessment (Soft Skills)
• Business Development (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Collaborate closely with external partners to support the execution of strategic growth initiatives within the unit.
• Provide consultative support, case design expertise, advanced market education, and tailored product solutions to assigned financial professionals.
• Communicate concepts and recommended strategies effectively to strengthen advisor relationships and promote client success.
• Develop and deliver impactful sales presentations to financial professionals and their clients.
• Build and enhance relationships with financial professionals throughout the region to expand engagement and sales opportunities.
• Share business development ideas, cross-selling opportunities, and market trends to drive increased unit performance.
• Establish measurable activity goals in collaboration with leadership to support continuous growth.
• Assist financial professionals and their clients with completing and submitting necessary new business applications and forms.
• Coordinate marketing initiatives and value-added programs to support advisor business development efforts.
• Engage in ongoing training and professional development to deepen industry expertise and stay current on products, trends, and best practices.

Skills on Resume: 

• Sales Collaboration (Soft Skills)
• Consultative Support (Soft Skills)
• Case Design (Hard Skills)
• Advisor Education (Soft Skills)
• Presentation Development (Hard Skills)
• Business Development (Soft Skills)
• Goal Setting (Hard Skills)
• Marketing Coordination (Soft Skills)

Job Summary: 

• Develop and maintain strong relationships with financial professionals to increase awareness and adoption of the company’s products through outbound calls and email communication.
• Respond promptly and professionally to inbound product and sales inquiries.
• Proactively promote and sell the company’s mutual funds and ETFs to drive growth within the assigned territory.
• Collaborate with external wholesalers to retain assets and identify new business opportunities.
• Engage product specialists to provide deeper product insight and support.
• Effectively manage a structured territory rotation to ensure consistent coverage and engagement.
• Assess client needs through targeted questioning to recommend appropriate solutions across multiple product lines.
• Support the external wholesaler in developing and executing a strategic business plan designed to drive sales and strengthen relationships within the territory.

Skills on Resume: 

• Relationship Management (Soft Skills)
• Client Communication (Soft Skills)
• Product Promotion (Hard Skills)
• Business Development (Soft Skills)
• Collaboration (Soft Skills)
• Territory Management (Hard Skills)
• Needs Analysis (Soft Skills)
• Strategic Planning (Hard Skills)

Job Summary: 

• Increase assets under management by engaging with financial advisors through phone and digital channels to attract new investments and retain existing ones.
• Establish, maintain, and grow relationships with financial advisors by providing investment advice, product recommendations, portfolio insights, and market perspectives.
• Demonstrate how the company’s products and solutions address gaps or enhance client portfolios.
• Collaborate with the sales team, including senior consultants, coordinators, analysts, and other business partners, to develop business plans and targeted contact strategies.
• Build strong internal relationships and develop a thorough understanding of firm requirements to effectively position products and drive cross-line sales.
• Utilize analytical tools such as portfolio construction, hypothetical modeling, and optimization resources to consult with advisors on portfolio strategies and opportunities.
• Incorporate current market trends and product updates into discussions to provide relevant and timely insights.
• Participate in ongoing training to strengthen knowledge of market dynamics, investment products, and sales strategies.
• Capitalize on campaigns and market developments by offering value-added advice aligned with evolving opportunities.
• Serve as a liaison for operational and service-related matters, coordinating with internal teams to ensure efficient issue resolution.

Skills on Resume: 

• Advisor Engagement (Soft Skills)
• Relationship Management (Soft Skills)
• Investment Consulting (Hard Skills)
• Strategic Collaboration (Soft Skills)
• Cross-Selling (Soft Skills)
• Portfolio Analysis (Hard Skills)
• Market Insight (Hard Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Maintain and strengthen existing relationships while developing new ones across all levels of core distribution partners through proactive outreach via phone calls, email campaigns, meetings, and product presentations conducted virtually or in person.
• Prospect within a targeted group of advisors and marketers to identify and cultivate potential sales opportunities.
• Build mutually beneficial partnerships with distribution contacts and home office staff to support and grow overall sales performance.
• Assist in onboarding new relationships by providing product education, firm positioning, and business development support.
• Execute plans and initiatives that align with external sales strategies to increase engagement and activity with assigned partners.
• Communicate product updates, enhancements, and positioning strategies effectively to drive sales growth.
• Respond to complex and technical inquiries with a thorough understanding of various contract types, product portfolios, and cross-selling opportunities.
• Leverage available tools and resources to develop business with top-producing representatives within broker-dealers, banks, and general agencies.
• Identify key competitors in the marketplace and recommend strategies that clearly differentiate the company’s life insurance offerings.

Skills on Resume: 

• Relationship Management (Soft Skills)
• Prospecting (Soft Skills)
• Partnership Development (Soft Skills)
• Onboarding Support (Soft Skills)
• Sales Execution (Hard Skills)
• Product Communication (Soft Skills)
• Technical Expertise (Hard Skills)
• Competitive Analysis (Hard Skills)

Job Summary: 

• Provide comprehensive marketing and sales support through daily phone and email communication with registered representatives and marketers to increase product sales.
• Initiate regular contact with producers and external wholesalers to promote targeted products within the assigned territory.
• Collaborate with external wholesalers to proactively implement marketing strategies, systems, and collateral materials for designated products, concepts, and market segments.
• Build and maintain strong working relationships with assigned accounts and producers to enhance engagement and drive results.
• Educate and motivate marketers by sharing product knowledge, features, applications, and sales ideas that align with marketing and sales objectives.
• Monitor account pipelines to help move opportunities efficiently through the sales process.
• Assist in planning and executing producer seminars and other marketing events.
• Provide additional support services to key producers.
• Respond promptly and accurately to producer inquiries, offering expertise on products, concepts, illustrations, systems, and service-related matters.
• Diagnose issues effectively, ensure proper follow-up, and coordinate with the appropriate teams for resolution.
• Implement database strategies to enhance productivity, track producer activity, and strengthen marketing insights for future initiatives.
• Advise management on emerging industry trends, developments, and opportunities aligned with strategic marketing goals.
• Contribute to the development and rollout of new products, concepts, systems, and marketing initiatives.

Skills on Resume: 

• Marketing Support (Soft Skills)
• Sales Collaboration (Soft Skills)
• Strategy Implementation (Hard Skills)
• Relationship Building (Soft Skills)
• Product Education (Hard Skills)
• Event Coordination (Soft Skills)
• Issue Resolution (Soft Skills)
• Data Management (Hard Skills)

Job Summary: 

• Collaborate with sales consultants to prepare proposals, investment lineups, model returns, RFPs, and fee benchmarking reports.
• Develop proficiency in the CRM system and maintain accurate pipeline management records.
• Support external sales consultants in attracting new financial advisors, TPAs, and wholesalers to the distribution channel.
• Conduct product and platform demonstrations for prospective business partners.
• Assist with special client requests, sensitive issues, and departmental projects, providing regular status updates.
• Maintain and strengthen business relationships by responding professionally and promptly to inquiries.
• Follow up with leads, manage pre- and post-sales deliverables, and coordinate with network contacts.
• Participate in meetings, both virtual and in person, to discuss opportunities with potential and existing clients.
• Prepare and deliver presentation materials to clients.
• Engage network contacts to identify needs, offer solutions, and promote new retirement plan sales opportunities.

Skills on Resume: 

• Proposal Development (Hard Skills)
• CRM Management (Hard Skills)
• Business Development (Soft Skills)
• Product Demonstration (Hard Skills)
• Client Support (Soft Skills)
• Relationship Management (Soft Skills)
• Lead Follow-Up (Soft Skills)
• Presentation Skills (Soft Skills)

Job Summary: 

• Serve as a liaison between sales consultants and internal departments throughout the sales process.
• Conduct outreach activities such as calls and emails to potential clients, using marketing materials to support sales efforts.
• Assist with pipeline management and ensure accurate tracking within the CRM system.
• Participate in industry events with limited travel.
• Maintain relationships with existing clients to encourage ongoing business opportunities.
• Use internal systems to process plan, advisor, and client updates efficiently.
• Provide timely and accurate responses to internal relationship teams.
• Stay informed about market trends and industry developments relevant to retirement sales.
• Promote a positive and collaborative work environment while supporting departmental goals.
• Attend company and departmental meetings and contribute to process improvements.
• Prioritize tasks effectively to maintain cost efficiency and recommend ways to enhance productivity.
• Propose updates to procedures and documentation to reduce errors and improve operational accuracy.

Skills on Resume: 

• Sales Coordination (Soft Skills)
• Client Outreach (Soft Skills)
• CRM Management (Hard Skills)
• Relationship Maintenance (Soft Skills)
• Data Processing (Hard Skills)
• Market Awareness (Hard Skills)
• Team Collaboration (Soft Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Provide accurate and timely long-term care insurance quotes to brokers while maintaining a high level of service.
• Schedule and conduct consistent follow-ups on quotes to track outcomes and offer additional support.
• Perform initial application reviews, including prescreening and underwriting evaluations, and collect any missing information for processing.
• Conduct outbound calls for follow-ups and targeted marketing campaigns to support sales initiatives.
• Meet or exceed outbound call goals as established by leadership.
• Offer sales mentorship to agents, helping them strengthen client interactions through coaching sessions and on-site meetings.
• Establish yourself as an internal product expert and reliable resource for team members and brokers.
• Participate in ongoing product trainings via webinars, live sessions, or calls, and effectively communicate key takeaways to the team.
• Create and maintain simplified tools and reference materials, such as product comparison sheets, to aid understanding and sales effectiveness.
• Research and maintain information on competitor long-term care insurance products to provide market intelligence and strategic insights.
• Respond promptly and professionally to all agent inquiries and correspondence.
• Build and maintain strong relationships with key account contacts by offering responsive service and support.
• Coordinate off-site visits, webinars, training sessions, conferences, tradeshows, and educational events to engage brokers and agents.

Skills on Resume: 

• Quote Management (Hard Skills)
• Follow-Up Coordination (Soft Skills)
• Underwriting Support (Hard Skills)
• Outbound Calling (Soft Skills)
• Sales Coaching (Soft Skills)
• Product Expertise (Hard Skills)
• Market Research (Hard Skills)
• Event Coordination (Soft Skills)

Job Summary: 

• Prepare and deliver activity, production, and performance reports to key accounts upon request.
• Recruit new agents through outbound calls, tradeshows, and continuing education events, introducing them to the organization’s programs.
• Educate agents and advisors on the company’s partnership programs and encourage collaboration with internal specialists.
• Follow up with agents who have multiple quotes but no sales to foster engagement and increase conversion.
• Collaborate closely with the national sales director to ensure consistent messaging, realistic goal setting, and effective follow-up strategies.
• Assist brokers during client meetings with application completion, either in person or remotely.
• Document all interactions thoroughly in the database to maintain accurate records.
• Work collaboratively with the case management team to ensure seamless transitions between sales and application processes.
• Answer inbound calls, providing knowledgeable and professional assistance.
• Coordinate the distribution of marketing materials and applications to agents or directly from carriers.
• Partner with the underwriting team to find placement solutions for declined applicants.
• Assist with marketing campaigns, mailing projects, and other time-sensitive initiatives.
• Provide backup support to other team members and departments to ensure smooth business operations.

Skills on Resume: 

• Reporting (Hard Skills)
• Agent Recruitment (Soft Skills)
• Training Support (Soft Skills)
• Follow-Up Management (Soft Skills)
• Sales Collaboration (Soft Skills)
• Application Assistance (Hard Skills)
• Database Management (Hard Skills)
• Marketing Coordination (Soft Skills)

Job Summary: 

• Establish and maintain strong, ongoing relationships with one or more External Wholesalers and actively contribute to the development and successful execution of the territory business plan.
• Support the inbound telephone queue by answering product and rate inquiries, fulfilling requests for marketing collateral, application kits, and hypothetical illustrations.
• Provide proactive sales support and service through outbound calls and web-based meetings.
• Conduct proactive outreach as part of marketing or product campaigns to communicate rates, share sales ideas, generate leads, and schedule meetings.
• Collaborate on call campaigns to launch new products and identify new sales opportunities.
• Serve as a troubleshooter and problem solver for advisors on product and process issues, leveraging corporate resources and referring to appropriate departments for resolution.
• Document all activities in the CRM system (Salesforce), including appointments, sales calls, follow-ups, call campaigns, and sales opportunities.
• Work productively and collaboratively with other home office departments to ensure cohesive support.
• Assess advisor needs and determine the appropriate type of sales support to achieve objectives and add value to products.
• Keep the senior sales desk representative informed of any training or development needs that could enhance performance and personal growth.
• Build and maintain comprehensive product knowledge, including relevant economic, industry, and competitor insights, and prepare routine sales and marketing reports.
• Assist in all stages of the sales process, including annuity product education, case design, competitive analysis, and managing and tracking the outstanding case pipeline.
• Support the development of target market campaigns, follow-up communications, and phone coverage for assigned territories.

Skills on Resume: 

• Relationship Management (Soft Skills)
• Product Support (Hard Skills)
• Sales Outreach (Soft Skills)
• Lead Generation (Soft Skills)
• Problem Solving (Soft Skills)
• CRM Management (Hard Skills)
• Product Knowledge (Hard Skills)
• Campaign Coordination (Soft Skills)

Job Summary: 

• Build and maintain strong business relationships with key sales clients to achieve or exceed established goals and objectives within assigned areas.
• Capture and record sales call data in relevant systems and complete necessary sales reports.
• Collaborate with internal teams to ensure accurate and efficient processing of all sold products from sale to issuance.
• Gather detailed and complex customer information required to create accurate sales proposals.
• Develop and maintain a deep understanding of the company’s products, services, and operations to identify and pursue growth opportunities.
• Foster collaborative relationships with both internal and external stakeholders to support sales objectives.
• Represent the company professionally and ethically, ensuring compliance with all regulations and promoting a positive brand image.
• Enter collected customer data into systems to determine suitable product offerings based on detailed information provided.
• Recommend process improvements that enhance efficiency, reduce workloads, or improve quality within the assigned area.
• Work with stakeholders to identify, communicate, and resolve potential conflicts related to products or services.
• Stay current on emerging industry trends and developments, assess their impact, and collaborate with management to integrate relevant insights into strategies and solutions.
• Prepare and compile necessary documentation for underwriting or processing.
• Consistently meet or exceed departmental and territorial sales or activity targets.
• Partner with key stakeholders to develop and execute territory business plans that drive sales growth.
• Implement marketing initiatives and solutions to support sales efforts within the assigned territory.
• Manage complex internal leads and respond to inquiries generated through marketing activities.
• Serve as a knowledgeable resource for internal and external stakeholders within the assigned area of responsibility.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Sales Reporting (Hard Skills)
• Process Coordination (Hard Skills)
• Proposal Development (Hard Skills)
• Product Knowledge (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Collaborate with the VP to understand the needs of top brokers and provide strategic support.
• Build credibility and strong relationships with key stakeholders, including producers, back-office teams, carrier partners, and internal associates, by delivering exceptional service and assisting advisors in selecting the most suitable products for their clients.
• Proactively identify new opportunities through outbound calls to educate producers and field representatives on products and planning initiatives designed to drive sales growth.
• Assess client needs and deliver tailored solutions that consider objectives, health history, funding strategies, competition, and carrier strengths.
• Utilize proprietary and third-party software to generate timely and accurate life insurance illustrations, revisions, and sales presentations.
• Follow up with stakeholders to confirm that illustrations meet expectations, assist in finalizing sales, and explore additional opportunities.
• Explain the competitive landscape, sales concepts, underwriting guidelines, and available e-solutions clearly and effectively.
• Plan and conduct impactful virtual presentations to enhance engagement with clients and producers.
• Analyze in-force policy details, including status, values, and premium schedules, to provide insight and recommend alternative solutions.
• Train and support producers, staff, and sales leaders in effectively utilizing available tools and resources.
• Download, prepare, and distribute marketing materials and necessary forms upon request.
• Manage electronic document collection by creating and sending DocuSign envelopes.
• Streamline the application process by preparing prefilled forms, initiating electronic submissions, and assisting advisors with compliance requirements.
• Stay informed on product offerings, carrier systems, marketing resources, and industry trends through ongoing education and training.
• Review and verify signed applications for accuracy before forwarding them to the new business team for processing.
• Document all activities, including calls, illustrations, and meetings, in the CRM system in accordance with company procedures.
• Store and organize illustrations consistently, adhering to established enterprise-wide protocols.

Skills on Resume: 

• Broker Support (Soft Skills)
• Relationship Building (Soft Skills)
• Outbound Prospecting (Soft Skills)
• Needs Analysis (Soft Skills)
• Illustration Development (Hard Skills)
• Presentation Skills (Soft Skills)
• Product Expertise (Hard Skills)
• CRM Management (Hard Skills)