Western & Southern Financial Group
Cincinnati, OH
Overview
Collaborates with the Regional Vice President (External Wholesaler) or National Account Managers (NAMs) to strategically manage the assigned territory. Proactively reaches out to agents and representatives regarding information on product features and benefits, building and maintaining relationships with key stakeholders to drive the sale of W&SFGD products. Operates independently with minimal supervision, exercising judgment in day-to-day decisions, and escalates issues to the Manager as needed while keeping them regularly informed.
Responsibilities
What you will do: Proactive Outreach: Initiates calls within the assigned territory to market and promote life insurance and/or annuity products to representatives and agents. Assists in determining the most suitable products based on clients' financial circumstances and needs, highlighting product advantages, disadvantages, features, and benefits. Communicates updates and...