Regional Life Specialist
Less than 5 years experience • Accounting, Finance & Insurance
REGIONAL LIFE SPECIALIST- ARIZONA TERRITORY The Advisor Insurance Solutions Center, a multi-carrier distributionpartner with Edward Jones is looking for a Regional Life Specialist to provide point of sale support to Financial Advisors in the Idaho and Oregon territory.
This is an exciting opportunity in the life insurance industry to support Edward Jones, one of the largest Broker Dealers in the United States. This multi-carrier distribution company offers access to six life insurance carriers which allow the Regional Life Specialist to provide unbiased and objective solutions that best suit clients’ needs. The Regional Life Specialist reports to the Divisional Vice President. This position offers extremely competitive compensation with a base salary plus overrides.
Major Job Responsibilities/Duties Provide point of sale assistance, develop regional marketing plans and conduct regular webcasts, face to face training sessions, and conference calls with FA’s.
Work collaboratively with their internal wholesaler and case manager to provide best in class selling experience for their assigned FA’s Develop and implement regional business plans that achieve and exceed sales targets for your assigned territory Serve as the initial contact for problem resolution
Requirements Proficiency in retail sales with 3+ years’ experience Work with drive and passion and encourage others to do the same Demonstrated track record of consistently meeting and/or exceeding performance expectations Series 6 and 63 – State life and health license Expert knowledge of Life Insurance, (Term, UL, VUL, Estate planning, Business planning) and familiarity with Advanced Sales concepts
Bachelor’s degree from a four-year college or university Ability to travel throughout the territory. Advisor Insurance Solution Center (“AIS Center”) is a brokerage general agency providing insurance agents and registered representatives with marketing support for insurance companies’ fixed and variable life products.
AIS Center’s agency services are provided by American General Insurance Agency, Inc. (AGIA) and its securities are distributed by AIG Capital Services, Inc. (ACS), member FINRA.
AIS Center’s Regional Life Specialists (“RLS”) are employees of American General Life Insurance Company (“AGL”). AGL, AGIA and ACS are members of American International Group, Inc. (AIG).