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Lead and drive sales for assigned channel/team/accounts by developing strategic business plans and sales strategies. Hire, train, coach and manage sales teammates to meet revenue, retention, P&L and margin goals. Partner with operations to meet SLAs and customer satisfaction, implement lead generation and cross-selling, monitor sales results, and maintain industry product knowledge. Ensure compliance with FINRA registrations and oversee sales promotion, forecasting, and account growth.

Provide pre-sale support by producing qualified illustrations, offering product information, and assisting the producer groups with communication and documentation.

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.

The Regional Insurance Strategist builds relationships to initiate sales of life insurance products, supports advisors, and manages insurance planning processes.

Lead client services and business operations for an insurance business unit. Drive operational excellence, performance metrics, team development, client and carrier relationships, and oversee compliance, risk management, and continuous improvement. Collaborate with leadership on strategic initiatives and business growth.

The Insurance Strategist will engage clients to discuss and sell various insurance products, manage sales activities, and guide clients through applications and underwriting processes.