Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS. Builds strong relationships with business partners and clients, determines estate and insurance needs, and provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.

Responsibilities

Works with Investment Advisors to obtain referrals and generate life and disability sales.

Develops insurance sales strategies and presents clients with concepts focused on estate planning/financial/retirement.

Develops marketing materials to enhance sales concepts in alignment with the desired client experience.

Develop professional seminars for Investment Advisors and their clients.

Develops, maintains and executes a business plan, including relationship management strategies, to achie...