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About the Role
The Life Solutions Consultant supports the agency distribution system by equipping agents with tools, training, and technical guidance to drive life insurance sales and foster financial security for clients.
Responsibilities
- Develop and maintain strong business relationships with a captive agency sales force
- Develop a strong command of life insurance products and sales processes
- Provide case development and design support
- Introduce new product enhancements to field management and agents
- Deliver sales presentations to agents and clients
- Provide sales support and product information through face-to-face meetings and large group sessions
- Proactively collaborate with management
Requirements
- Approximately 5 years of wholesaling experience in Life products
- Life license
- Series 6 or Series 7 registration
- Series 63 registration
- Ability to travel frequently, typically 50% and potentially up to 100% of the time
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Skills
- Life insurance product knowledge
- Sales presentation delivery
- Relationship management
- Case development and design
- Advanced Markets knowledge
- Communication skills
Location
- Northern California
- Reno
- San Francisco
- East Bay
- Greater San Jose
Work Type
- Hybrid
Experience Level
- Approximately 5 years of wholesaling experience
Education Level
- Bachelor's Degree preferred
- Industry recognized designations such as CLU, CHFC, CFP are highly desirable
Salary/Compensations
- 90,000 - 105,000
- Sales bonus eligible
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- 180-year legacy of purpose and integrity
- Fortune 100 mutual company
- Evolving into a technology, data, and AI-enabled organization
- Recognized as one of Fortune’s World’s Most Admired Companies
Equal Opportunity
- Committed to fostering an inclusive workplace where individuals can contribute their best and succeed together
- Rooted in core values of humanity and integrity to ensure every employee feels valued and supported