Annuity & Life Insurance Sales Director Job at IMS Associates Financial & Insurance Services, Irvine, CA

V3M0YngvVjBEUmJVM2pycUdRMnRmQ2NW
  • IMS Associates Financial & Insurance Services
  • Irvine, CA

Job Description

Summary

 

The Life & Annuity Sales Director is a sales position within IMS Associates, responsible for generating new sales accounts and supporting existing independent financial and insurance advisors. The position comprises of both outbound sales duties as well as supporting and contributing to the day to day efforts of the general sales and marketing team. The primary objective of the positions is generating Annuity and Life Insurance sales with independent advisors. Knowledge and Experience in Life Insurance, Annuity, and Financial Services in general is required. Position will include specific job training for the lines of business mentioned as needed.

 

Sales duties include making daily outbound sales calls, taking inbound inquires, internal account support, in-person advisor sales meetings inside and outside of the office, advisor training, hosting webinars and seminars, and conducting personal sales directly with consumers. Travel will be required for the position which may include both local and long-distance travel. 

 

Support activities include supporting and working with other team members and Ownership with day to day sales opportunities, product and underwriting inquiries, supporting accounts assigned to the Sales Director and supporting account not assigned accounts, and general sales & marketing efforts.

 

The Sales Direction position is an at-will position. This means that IMS Associates may terminate the Sales Director, and the Sales Director may quit, with or without cause, and at any time. The at-will status of the Sales Director may only change by a written employment agreement signed by an authorized agent of IMS Associates and the Sales Director. No other document or representation, whether a policy handbook, communications, or writing (other than a signed employment agreement) shall be interpreted to be in conflict with or to eliminate or modify in any way, the at-will employment status of the Sales Director.

 

General Duties

 

  1. Complete outbound calls per company’s marketing and sales initiatives for Annuities & Life Insurance
  2. Calling existing accounts to check in and review new concepts
  3. Calling prospective accounts in effort to earn their business, via warm and cold calls
  4. Contribute to creation of marketing plans and execution of marketing plans.
  5. Work with Advisors on Case Design and Sales Strategies
  6. Create proposals and quotes for Annuities & Life Insurance
  7. Providing underwriting solutions for Annuities & Life Insurance
  8. Provide product comparisons, alternate solutions and funding scenarios, and identify cross-sell opportunities
  9. Company Seminar & Webinar Support
  10. Assist with presentations and materials needed for Webinars and Seminars
  11. Present & Host Webinars & Seminars
  12. Travel to, Attend, and Represent Company at Industry Conferences & Events
  13. Call and respond to internal Consumer Leads for Life Insurance & Annuities
  14. Underwriting support via Underwriting Summaries and pre-screening complex medical history Life Insurance cases
  15. Interface with Carrier Underwriters and Outside Underwriters
  16. Miscellaneous duties and tasks will be required as determined by management.

Job Tags

Local area, Long distance,

Similar Jobs

TalentBurst, an Inc 5000 company

Organizational Change Manager Job at TalentBurst, an Inc 5000 company

 ...Position: Change Management Lead Duration: 1 year Location: Providence, RI Job Description: The Change Management Lead will be in charge of implementing IT Organizational Change Management for large IT implementation projects for the client. Responsibilities... 

Aldi

Asociado del almacen Job at Aldi

 ...transporte de regreso de carga. Realiza tareas generales de limpieza para cumplir con los estndares de aspecto del depsito y los requisitos...  ...de higiene. Otras tareas asignadas. Calificaciones del trabajo: Competencias de Acts de ALDI: Se desempea dentro de las... 

CROSSMARK

Retail Merchandiser Job at CROSSMARK

 ...looking for extra cash? CROSSMARK is seeking a fun, energetic Retail Merchandising Associate who is looking for up to 6 hours per week. Pick up...  ...on occasion. Must have reliable transportation and the ability to travel to multiple stores per day. #INDPTCMK #WRT... 

Encompass Health

Physical Therapist Job at Encompass Health

 ...Tuition reimbursement and continuous education opportunities for your professional advancement. Company-matching 401(k) and employee stock purchase plans for a secure financial future. Flexible spending and health savings accounts tailored to your unique needs. A... 

Sun Communities, Inc.

Concessions Attendant Job at Sun Communities, Inc.

 ..., including dietary and allergen guidelines. Operates cash register and receives payment in cash or credit card, and accurately counts and provides...  ...great pay, cool perks, and flexibility. ~ Get paid daily with ~401(k) Plan with employer matching contribution...