Insurance Wholesaler

Support Saybrus distribution segment by proactively managing assigned region(s), account(s) and the wholesalers in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships. Provide conceptual sales support and training on insurance concepts being marked to advisors. Independently compare and evaluate insurance products, create proposals, and present alternatives. Responsible for conducting policy review of existing contracts and analyzing coverage. Consult with wholesaler and financial advisors to determine if current policy meets client needs. Establish credible relationships with branch office staff and financial advisor, and provide support on complex matters. Educate branch office staff and financial advisors on life insurance products. Act as the liaison between key clients and internal teams, and resolve issues. Understands interdependences of deadlines on multiple projects.