Offer summary
Qualifications:
Previous sales experience in financial services, Bachelor's degree in a related field, Current Life Insurance License or ability to obtain, Proficient with online tools and software, Strong business acumen and problem-solving skills.
Key responsabilities:
- Engage with clients through virtual meetings
- Design customized annuity solutions for clients
- Manage the sales process and complete transactions
- Maintain accurate documentation and client records
- Collaborate with the sales team for success