Brokerage Account Executive

Client Description:

One of the largest global providers of insurance, annuities, and employee benefit programs.

Responsibilities:

·       Relationship Management:

o  Develop and maintain strong relationships with brokers, financial advisors, and other distribution partners;

·       Sales and Business Development:

o  Identify new business opportunities and drive the sales of life insurance products through brokerage channels;

·       Training and Support:

o  Provide comprehensive product training and sales support to brokers and advisors;

·       Market Analysis:

o  Monitor market trends, competitor activities, and regulatory changes to provide strategic insights and adjust sales strategies accordingly;

·       Product Knowledge:

o  Maintain in-depth knowledge of the company’s life insurance products, underwriting guidelines, and policy features;

·       Compliance:

o  Ensure all activities comply with regulatory requirements and company policies.

Candidate Profile:

•            Education: Bachelor’s degree in business, Finance, Marketing, or a related field;

•            Experience: Minimum of 3-5 years of experience in the life insurance industry, preferably in a brokerage or sales capacity;

•            Licensing: Relevant insurance licenses as required by the state or region (e.g., Life and Health Insurance License);

•            Technical Skills: Proficiency in using CRM software and other sales tools; strong knowledge of life insurance products and financial services;

•            Soft Skills: Excellent communication, negotiation, and interpersonal skills; ability to build and maintain relationships; strong organizational and time management skills;

•            Analytical Skills: Ability to analyze sales data, market trends, and financial information to develop effective sales strategies.

Key Competencies:

•            Customer Focus: Dedicated to meeting the expectations and requirements of internal and external customers;

•            Sales Acumen: Demonstrated ability to drive sales and achieve targets;

•            Strategic Thinking: Ability to think strategically and develop long-term plans to achieve business objectives;

•            Problem Solving: Capable of identifying issues and providing effective solutions;

•            Adaptability: Ability to adapt to changing market conditions and regulatory environments.

•            Team Player: Works well in a team environment and collaborates effectively with colleagues and partners.

Additional Requirements:

•            Travel: Willingness to travel as needed to meet with brokers and attend industry events;

•            Continuing Education: Commitment to ongoing professional development and staying current with industry trends and regulations.