Redefine the future of asset management by driving territory sales, building relationships, and leading a consultative approach within the Intermediary channel in Washington and Oregon. Achieve results through collaboration and strategic planning.

Lead the charge in driving territory sales growth by managing relationships with advisors in the Washington and Oregon markets, utilizing a consultative approach and strategic planning to achieve exceptional results and expand the firm's footprint.

Champion complex group underwriting activities, guiding junior staff and assessing risks. Leverage analytical skills to evaluate client needs and ensure sound policy developments, driving overall profitability and customer relations.

Lead underwriting evaluations for complex group insurance applications, ensuring compliance with underwriting standards. Support junior underwriters and enhance profitability by assessing client risks and developing relationships for successful approvals.

Drive growth by leveraging your expertise in Multiple Employer Solutions to expand market presence. Collaborate with cross-functional teams, educate stakeholders, and lead strategic initiatives to ensure client success in pooled plans.