SterlingBridge
Worcester, MA, USA
Job Summary: Provide case design support to Financial Advisors . Create and identify sales opportunities through web-ex presentations and outbound calls. Assist Financial Advisors with protection insurance business by providing quotes, carrier selection, sales ideas and marketing materials. Collaborate with internal partners to get the Financial Advisors’ insurance business placed and paid as quickly as possible while building and maintaining long, productive relationships. Key Responsibilities: Create, uncover, and identify sales opportunities through consistent proactive and regular communication to financial advisors and branch managers Schedule and execute meaningful web-ex presentations to drive Financial Advisor engagement Coordinate sales support activity with Advanced Marketing in order to provide information, benefit summaries, quotes, and application materials to Financial Advisors to assist in their protection insurance sales process Assist Financial...