Analyze and prepare all Life, Sales proposals for: Fifth Avenue Financial career agents and Brokers, as well as Lenox Advisor staff and relationship managers
Ability to run Disability, Annuity and Long Term Care proposals on an exception basis.
Make recommendations on appropriate products and concepts based on client needs.
Maintains in-depth knowledge of life products and software systems for case design, analysis and presentation.
Analyze, prepare and generate basic and in some cases advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff.
Focuses on sales efforts by studying existing and potential advantages and disadvantages of core carrier's life product line. Monitors competition by gathering current marketplace information on pricing, current products and new products.
Assists in training of financial advisors and staff.
Work with brokerage directors to understand needs of top tier brokers.
Keeps current with job knowledge and industry trends by participating in educational opportunities, and attending seminars and web casts.
Protects organization's value by keeping information confidential.
JOB COMPETENCIES: (knowledge, experience, skills & abilities and behaviors/attitudes)
Mastery of life insurance products, competitive niches, and advanced sales concepts
Expertise in MassMutual products
Capacity to solve problems and position products effectively for sale
Various sales illustration knowledge and expertise ability to learn new illustration software
Stay up to date on regulatory and other industry influences that impact job duties.
Presentation design and delivery
Excel and Power Point expertise
Ability to explain complex product features and sales concepts in easily understood terms
Strong presentation skills the ability to command an audience
Facilitation of small and large groups
Time Management - Use of MOSAIC to manage day through tasking, calendar, activities and adding client documents to their personal record.
One on one coaching and education with RMs and junior team members
Strong verbal and written communication skills
Works effectively under pressure
Strategic Thinking ability to tie day to day task to the bigger picture and drive activities to support overall strategy
Recognizes when to escalate appropriate or specific situations to the next higher level of expertise
Critical Thinking ability to make decisions that balance the client and company's needs
Take personal ownership for delivering superior results; Conscientious
Dedicated to exceeding internal and external client expectations
Present a positive demeanor with clients and all members of Lenox Advisors, Inc. and Fifth Avenue Financial
Maintaining positive working relationships with all members of Lenox Advisors, Inc. and Fifth Avenue Financial
Ability to maintain a high level of confidentiality
Behaves in a way that leads others to trust him/her
Demonstrates energy and enthusiasm and motivates others
Demonstrates initiative for special projects
National Financial Partners Corp.