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

MUSC

Licensed Practical Nurse II or Certified Surgical Tech II - Main Operating Room Job at MUSC

 ...within a level-one, academic trauma center. There are 21- OR suites which cover all surgical specialties, to include; Trauma, Transplant, Ortho, Neuro...  .../Purpose : The Licensed Practical Nurse-Surgical Tech (LPN-ST) reports to the RN Team Coordinator. Under direction... 

American Red Cross

Research Assistant II Job at American Red Cross

**Please use Google Chrome or Mozilla Firefox when accessing Candidate Home.****_By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest... 

Confidential

Chief Information Officer (CIO) Job at Confidential

 ...Chief Information Officer (CIO) About the Company Well-regarded community college Industry Education Management Type Educational Institution Founded 1966 Employees 201-500 Categories Education AG Program Automotive School Carl Sandburg... 

Group 1 Automotive, Inc.

Automotive Technician / Mechanic - Gene Messer Volkswagen Job at Group 1 Automotive, Inc.

Overview: WE BEAT THE MARKET IN PAY! BONUS AND MORE! $45 /HR ++ SIGN IN BONUS! GENE MESSER VOLKSWAGEN is part of the fast growing Group 1 Automotive, a leader in automotive retail and service. We are growing and looking for Quality Automotive Service... 

Cornerstone VNA

Registered Nurse (RN) - Weekend Baylor Position Job at Cornerstone VNA

 ...wound care skills. The nurse must be able to work closely with weekend supervisors to perform visits as assigned. Qualified candidates...  ...and proficient computer skills. Educational Requirements RN Degree NH or ME One year experience as an RN required Home...