Sales Manager; Simplified Issue

Employer Industry: Financial Services

• Highly competitive total compensation package with significant earning potential based on performance
• 401(k) plan with a 2% company contribution and 6% company match
• Work-life balance with vacation, personal time, and paid holidays
• Opportunity to work remotely with access to a high-speed internet connection
• Engage in a culture that promotes diversity and inclusion with a focus on innovative ideas
• Open to candidates located in the United States or Puerto Rico, with up to 75% travel required

• Develop and nurture positive relationships with brokerage distribution agencies for seamless collaboration
• Drive business results by crafting, negotiating, and implementing impactful marketing and action plans
• Manage travel plans aligned with clients' business goals and provide comprehensive trip summary reports
• Coordinate sales efforts across multiple home office functions, ensuring commitments are delivered
• Stay informed on industry shifts and provide strategic input on brokerage distribution arrangements

• Minimum of 2 years of experience in sales and servicing producers or agencies within the financial industry
• Proven sales success and thorough experience in the life and health marketplace
• Strong understanding of Inspirational Marketing and Simplified Issue distribution channels
• Exceptional interpersonal, negotiation, persuasion, presentation, and training skills
• Ability to transform information into actionable plans

• Experience with in the Inspirational Marketing and Simplified Issue distribution channel
• Proficient with MS Office, Salesforce, Zoom, Allego, and Tableau
• High-level understanding of data feeds and operational tools specific to the brokerage distribution channel
• Securities registration, Series 6 & 63 preferred

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