Teams at Dunn and Braxton

Sell life and general insurance products through partner bank branches, identify business opportunities, build relationships with clients, and meet monthly sales targets while earning base pay plus commission.

Source and evaluate investment and advisory opportunities, maintain client relationships, support business development, conduct market research, assist transaction due diligence and execution, prepare proposals and reports, and ensure compliance with KYC/AML and governance standards to grow the deal pipeline and meet revenue targets.

Represent the company at partner bank branches to sell life and general insurance products. Build and maintain relationships with branch staff and customers, solicit new and existing clients, perform reporting, planning, administration, market and competitor analysis, and attend district/region meetings.