Join Our Team.

Using methodologies, systems and programs of the Employer, prepare case from initial design phase to the final sales presentation.
Assist in the sales process, including coordination with the underwriting and service departments along with client communications to facilitate completion and service.
Maintain superior working knowledge of life insurance illustration systems.
General illustrations for proposed and existing plans.
Compare and contrast illustrations for competiveness and ability to meet long term objections.
Develop graphics and assist with client presentations.
Perform due diligence on carrier and product selection.
Maintain working knowledge of accounting and legal issues and their impact on existing and future insurance related matters.
Manage the annual review process, which includes preparing inforce illustrations, preparation of summaries and review books.    
Maintain a library for sample presentations.
Maintain industry files along with proprietary and carrier materials.
Maintain workflow management system and reports for cases in progress.
Participate as a team member in special projects.
Participate in industry meetings for the purpose of continuing education and/or obtaining industry designations.

Excellent interpersonal skills. 
Strong verbal and written communication skills.
Strong Microsoft Offices skills.
Ability to work autonomously and perform well in challenging in circumstances.
Strong attention to detail with ability to organize, prioritize and manage multiple tasks within set deadlines.                                   
Strong financial analysis skills and ability to conceptualize.
Intermediate to advanced knowledge of marketing concepts and insurance and financial products.
Ability to develop advanced working knowledge of life insurance illustration systems.
Ability to master presentation and desktop packages.
Ability to understand complex tax and legal concepts and issues and their impact on sales.

• High Integrity
• Ambitious
• Goal Oriented
• Insurance Background
• Ability to Comprehend and Explain Complex Information