Life Insurance Associate

Description:

Working directly with the assigned Insurance Specialist under general supervision, the Insurance Associate will provide sales, marketing, and administrative support in all aspects of the sales process, including the development and implementation of sales and marketing plans, appointment scheduling, follow-up communications, client service activities and sales presentations. In addition, this position will have regular contact with internal department staff and external customers/insurers in order to obtain, clarify or provide facts and information as needed.

What will your role be responsible for?

• Analyze and identify insurance opportunities and needs.
• Develop life insurance sales jointly with assigned Insurance Specialist
• Assists in the creation of illustrations, financial and estate plans, client proposals, and reports as needed.
• Assist in the implementation of a sales and marketing plan, adjusting as required to meet agreed-upon targets.
• Maintain product and compliance knowledge required to support goals and strategic marketing objectives.
• Assist Insurance Specialist in the preparation, processing, and follow up of life insurance applications and transactions and manage documentation requirements in accordance with in-good-order requirements. Assists Insurance Specialist in providing policy service to existing clients, including an annual review of in-force policies.
• Communicate with insurance company regarding submitted applications.
• Provide status updates via email or phone to Insurance Specialist, financial advisors, and clients.
• Responsible for building and maintaining relationships with financial advisors and responding to requests for information.