Conduct consultative sales conversations with clients to understand their insurance needs.
Manage the sales process from lead follow-up to closing without cold calling.
Build and maintain strong client relationships through professional communication and follow-through.
The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.
Consult with clients to assess insurance needs and recommend suitable coverage.
Manage the full sales cycle from prospecting to closing deals.
Maintain client relationships and provide ongoing policy support.
GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.
Identify client needs and recommend tailored insurance solutions.
Develop and maintain strong client relationships through networking and follow-ups.
Educate clients on policies and stay informed about industry trends.
GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.
Manage ongoing customer strategy, service, and retention for an assigned book of business.
Collaborate with insurance carriers, general agents, and internal teams to deliver exceptional benefit consulting outcomes.
Stay updated on industry trends and regulatory changes to educate and enable customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace by connecting disparate systems across the benefits supply chain. Bennie is a remote-first company with employees across the U.S. and values a culture of optimism, accountability, thoughtfulness, and health.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships through networking and referrals
Follow up with prospects to close sales and ensure customer satisfaction
GIA Legacy Planning is a client-focused insurance agency that provides personalized insurance solutions. They offer a supportive culture built on integrity, mentorship, and professional growth.
Speak with clients over the phone or Zoom to help them choose life insurance coverage.
Work with warm inbound and outbound leads, with no cold calling required.
Follow a proven system with clear training and support to track activity and improve sales skills.
Meron Financial Agency is an expanding insurance agency specializing in life insurance sales with a focus on helping families choose coverage. They hire driven agents for a performance-based career and offer training, mentorship, and access to over 60 carriers.
Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.
Handle inbound and outbound calls to discuss Aetna Medicare plans with prospective clients.
Clearly explain Medicare options, benefits, and enrollment processes to ensure informed decisions.
Understand each client's unique needs and provide tailored solutions to build trust and rapport.
Trucordia is an insurance brokerage providing solutions to help veterans, disabled Americans, and underserved populations get access to healthcare. With over 5,000 team members across 200 offices, the company values collaboration, care, and results.
Drive new business and expand partnerships across the benefits and HR technology space.
Own the full sales cycle from prospecting to closing with tailored solution presentations.
Build relationships with brokers, carriers, TPAs, and employer groups to deliver measurable value.
T2B Solutions helps clients maximize use of benefits enrollment technology with decades of experience. The team is experienced, technical, and dedicated, with specialists in implementation, account management, and data services.
Own and execute consultant house strategy to drive revenue growth through strategic partnerships.
Build and deepen relationships with benefit consultants and broker partners to influence opportunity creation.
Collaborate cross-functionally with Sales, Client Success, Marketing, and Product to drive pipeline and renewals.
Carrot is the leading global fertility and family care platform, providing intelligent clinical guidance and support for family building. They serve over a thousand multinational employers across 195 countries and are recognized as a defining force in healthcare innovation with a culture of award-winning experiences.
Meets established sales quotas on monthly, quarterly, and annual basis.
Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and presentations.
Collaborates with Client Service to analyze renewal business and place new business accounts.
We are an insurance brokerage offering an unrivaled combination of people, tools, and solutions to deliver exceptional experiences for clients and stakeholders. With over 5,000 team members across 200 offices, we celebrate individual successes and collective accomplishments.
Speak with clients over phone or Zoom to help them select life insurance coverage.
Work with warm inbound and outbound leads with no cold calling required.
Follow a proven system with clear training and support to earn high commissions.
Meron Financial Agency helps families choose life insurance coverage that fits their needs. They are expanding in the Houston market and offer a performance-based career with uncapped earning potential.
Speak with clients over phone or Zoom to help them choose life insurance coverage.
Work warm inbound and outbound leads without cold calling.
Follow a proven system with clear training and support to drive consistent production.
Meron Financial Agency helps families choose life insurance coverage. They are an expanding agency with a performance-based culture and provide training and mentorship to their agents.
Serve as the first point of contact for prospective customers via phone.
Use a consultative sales approach to guide customers through the application process.
Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
Zinnia is the leading technology platform for accelerating life and annuities growth. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, and over 2 million policyholders, with a culture driven by core values: be bold, team up, deliver value.
Identify client needs and recommend tailored insurance solutions to protect what matters most.
Develop and maintain strong client relationships through networking, referrals, and follow-ups.
Generate leads and close sales while working independently with a supportive team.
GIA Legacy Planning specializes in tailoring personalized insurance solutions to protect the financial well-being of families and businesses. The company fosters a supportive, entrepreneurial culture focused on growth and work-life balance, with opportunities for leadership development.
Provide strategic leadership to a team of Account Executives driving growth in HealthEquity's account base and custodial assets.
Champion strong client relationships and develop market-driven strategies for consultative support and exceptional service.
Focus on team development, cross-functional engagement, and advocating for both client and team needs.
HealthEquity is on a mission to save and improve lives by empowering healthcare consumers. As a large company, they value honesty and originality, fostering a culture where team members belong and are supported with comprehensive benefits and growth opportunities.