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Generates regional sales revenue for life insurance, annuity, long-term care, and disability products. Responsibilities include prospecting and managing insurance producers, recruiting new producers, growing the book of business, developing sales plans, achieving quotas, conducting seminars, maintaining CRM records, and partnering with operations teams to place policies. The role requires advanced life insurance product knowledge, complex case design expertise, and strong relationship-building and consultative selling skills.

Drives sales and revenue by building relationships with insurance producers, recruiting and developing agents, making proactive sales calls, and supporting territory growth. Promotes insurance products, marketing campaigns, and complex illustrations while partnering with sales and operations teams. Maintains producer relationships, manages the sales process in the client management system, and develops expertise in carriers, products, underwriting, and company resources.

Sell life, long-term care, and disability income insurance to clients and advisors. Lead discovery conversations, identify coverage gaps, explain insurance and planning solutions, manage sales activity, complete applications, and guide cases through underwriting to purchase. The role requires maintaining client relationships, handling referrals and scheduled calls, meeting sales quotas, and applying knowledge of insurance products, estate planning, business planning, and 1035 exchanges.

Provide advanced life insurance case design and illustration support to producers: research complex cases, select carriers/products, create marketing materials, prepare compliant sales presentations, and liaise among financial institutions, agents, and carriers to facilitate sales.

Assist life insurance producers with advanced planning and case design, focusing on research, marketing tool development, and sales presentations.

Sell advanced life insurance and estate/business/charitable planning solutions to advisors and their high-net-worth clients across an assigned region. Build relationships, design cases, recommend products, support underwriting and placement, deliver presentations, and collaborate with Integrated Relationship Management partners and support staff to generate life insurance revenue.