Life & Disability Client Advisor
Core
Drive growth and maintain client satisfaction for Life & Disability practice by developing new relationships, managing a sales pipeline, and acting as a trusted advisor to producers.
Role type
Senior Sales Manager (Life & Disability)
Builds
Life, disability, annuity, and long-term care insurance business for individual and employer markets
Domain
Insurance / Financial Services
Required skills
Strategic thinking, relationship management, pipeline management, product knowledge, problem solving, leadership, adaptability
Preferred skills
None stated
Technologies
None stated
Responsibilities
Increase revenue by developing new relationships; Leverage leadership and marketing teams for large transactions; Maintain prospect pipeline and track follow-up activity; Actively engage with advisors to provide tailored solutions; Generate quality cases into the presale pipeline; Prepare regular reports on sales activities and market trends
Seniority
Senior, hands-on IC with supervisory experience