Western & Southern Financial Group
Cincinnati, OH, USA
Overview
Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Responsibilities
What you will do: Proactively initiates calls within assigned territory to market and promote life insurance and/or annuity products; helps determine which products best meet the customers' needs and financial circumstances; advises on the advantages/disadvantages and features/benefits; notifies clients of updated product information and changes. Qualifies prospective relationships and maintains existing relationships in order to increase...