Sales Specialist

About First American Insurance Underwriters

First American Insurance Underwriters was founded more than 50 years ago in Boston, Massachusetts. Their business is focused on providing leading insurance and wealth advisors with access to financial products, creative insurance solutions, specialized service, and exclusive resources, offering full back-office support. Wealth managers, insurance advisors, property and casualty firms, and employee benefits firms all rely on First American to design and implement the most appropriate and competitive insurance solutions for their high-net-worth clients. They specialize in life insurance, long-term care, disability income and annuities solutions for personal and business planning.

Job Summary

At First American, Sales Specialists are critical in building strong relationships with advisors by ensuring advisor satisfaction and generating sales. The ideal candidate has a life insurance background and is proactive, with sales expertise, including a book of business. Essential tasks include developing new relationships and maintaining connections with existing advisors and their teams to drive sales. We would love to hear from you if you have excellent communication skills, are highly organized, enjoy problem-solving, and have innovative ideas.

Primary Responsibilities:

• Oversee, grow, and build rapport with a portfolio of advisors.

• Identify, approach, and recruit new advisors.

• Actively seek new sales opportunities from new and existing advisors.

• Collaborate with the sales and marketing team to identify and grow opportunities.

• Meet regularly with advisors to discuss products, concepts, and value-added services.

• Act as the lead point of contact for all matters specific to your advisors.

• Ensure the timely and successful delivery of solutions.

• Promptly answer advisor queries.

• Resolving issues to preserve relationships.

• Communicate with internal teams about maximizing the advisor experience.

• Monitor sales and achieve agreed objectives.

• Use and leverage the customer relationship management system.

• Build and improve relationships with carrier and vendor partners.

Primary Skills & Requirements:

• Knowledgeable in Life Insurance, Disability Insurance, Long Term Care, and Annuities.

• Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

• Strong interpersonal skills with the ability to develop and maintain relationships.

• Excellent listening, negotiation, and presentation skills.

• Strong verbal and written communication skills.

• Must be self-motivated and flexible with a can-do attitude.

• Experience delivering client-focused solutions.

• Attentive to detail and well-organized.

• Background in life insurance sales and or customer service is a plus.

• Strategic thinker and ability to analyze and solve problems quickly.

• Ability to work well with others as part of a team.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.