Job Details

A company is looking for a Regional Insurance Strategist, TLIS.Key ResponsibilitiesBuild relationships and initiate new sales in assigned territories, focusing on high net worth clientsAssist financial planners in developing wealth transfer and business planning strategiesGenerate life insurance revenue and support marketing programs tailored to client needsRequired QualificationsBachelor's degree or equivalent education, training, and work-related experienceFive years of proven sales experience in retail life insurance or institutional salesMust possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)Life Insurance licensedAbility to articulate advanced wealth transfer and business planning concepts