Autonomous financial protection specialist dedicated to providing financial solutions for clients. Collaborating within a multi - channel selling environment and managing client portfolios in Brazil.
About the role
- Solutions Management Consultant coaching and training on life insurance sales strategies for US military members and their families. Enhancing products and training deliverables to meet member needs and business goals.
Responsibilities
- Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics
- Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge
- Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed
- Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists
- Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals
- Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
- Collaborates with specialists to evaluate and/or present solutions and related advice
- Follows defined training routines, effectively reports activity, and manages follow up and sustainment
- Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
- 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience
- Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts
- Advanced knowledge of life insurance products to include term, permanent, and health solutions
- Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications
- Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization
- Knowledgeable in the applications of Agile processes and procedures
- Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
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Leitung Qualitäts - und Risikomanagement zur Sicherstellung der Versorgungsqualität innerhalb der Stiftung. Verantwortlich für alle klinischen Prozesse, Zertifizierungen und Qualitätsmanagementsysteme.
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