Director, Product & Advanced Strategies: Advanced Sales
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Job Description
Our Company Explore how you can contribute at AmeriLife . For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Director, Product & Advanced Strategies: Advanced Sales is part of the Connect Wealth Solution’s Product and Advanced Strategies team. The Product and Advanced Strategies team is comprised of subject matter experts in the areas of financial strategies, practice management, and products.
In this role, the individual works closely with annuity and life insurance wholesalers, as well as financial professionals, to leverage the individual’s subject matter expertise in financial planning, tax strategies, estate planning, small business planning, and insurance solutions to drive sales growth and enhance the firm’s relationships and reputation.
This role requires excellent analytical, communication, and strategic thinking skills along with the ability to lead and influence others without direct supervisory authority.
Job Description
Duties/Responsibilities [The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]
Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving.
Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support. Assist in developing sales ideas, marketing collat
Required Skills
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