Advisorgroup

Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms...

Responsible for being a primary day-to-day contact and relationship manager for specific Strategic Account corporate customers as well as a primary contact for the Highland sales team on dedicated account matters. ·...

Perform basic Salesforce organization maintenance, including but not limited to: Flows and Approvals, creating/editing Permission Sets, Profiles/Page Layouts, Roles configuration, and Group/Queue management. · Build and...

Provide point of sale assistance to independent financial professionals and financial advisors and their clients to identify planning needs and insurance-based solutions · Implement company-supported sales concepts in...

Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO) · Promote and facilitate fixed and fixed index annuity sales by advisors · Recommend best interest products that...

Implement company-supported sales concepts in alignment with industry, company, and compliance standards. · Drive substantial target premium sales through third-party producers. · Offer point-of-sale and post-sale...