Account Executive

About the Company :

Our client is a premier distributor of life, annuity, and long-term care and securities based insurance products serving over 5,000 financial professionals nationwide.

Based in Southern California and formally established in 1986, has roots as a life insurance marketing organization that goes back over forty years.

The company was formed to help independent insurance agents, financial planners, and other financial service professionals become successful.

They are our customers and we understand that our success depends on their success.

Objective :

The Field Support Representative (FSR) is responsible for establishing relationships with independent agents / agencies for the growth and retention of new business.

Responsibilities :

• Make proactive outbound sales calls to financial advisors
• Train financial advisors on product solutions and marketing programs
• Grow the financial advisor’s practice
• Respond to inbound calls regarding product solutions, marketing programs and practice betterment services.
• Consistently meet sales KIPs set forth by management
• Participate in continuous learning and trainings
• Stay up to date on the changes in the economy and the impact they have on the financial markets

Qualifications :

• At least three years of successful internal sales experience
• Have or willing to get State insurance license
• Have or willing to get Series 6, 63, 7, 65 or 66
• Proficient in Microsoft Outlook, Word and Excel
• College Degree Preferred or (Equivalent Work Experience)
• Some travel may be required

Core Competencies :

• Positive Attitude Attitude is everything. Ability to effectively communicate with representatives, regulatory agencies, and customers, and to do so in a courteous manner
• Strong Analytical Mindset- You must have the ability to think outside the box and understand that sometimes there are many solutions to one situation.
• Project Management You must be able to work independently and manage multiple projects, while maintaining your composure.

An ideal candidate is well organized, possesses excellent attention to detail, and can multi-task without becoming overwhelmed.

Team Player Although you will be working independently, you will be a part of a team, as well as the LifePro team as whole.

An ability to be able to draw on and respect the knowledge of others, as well as offer constructive feedback yourself is a must.

• Reliable and Dependable Our perfect candidate is one that can be at work on time every day. We expect you to have a personal life outside of the office yet be able to be focused 100% to our business inside of our work hours.
15 days ago