Job Description
Dedicated Life Consultant – WA/OR/AK
REMOTE, WA /
SALES / PROTECTION DIRECT SALES /
FULL TIME
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Concourse Financial Group Distributors has an has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with Edward Jones Financial Advisors. This territory includes the states of Washington, Oregon, and Alaska.
Responsibilities:
- Participation in and leading public seminars
- Point of sale activities with Financial Advisors and their clients
- Provide client solutions and sales support to branch offices
- Responsible for territorial routing, scheduling priorities, production projections, production goals, managing expense budget, and account grading
- Develop and maintain a positive working relationship with the FA’s, Regional Leadership, and Branch office Administrators.
- Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
- Strong desire to be successful
Qualifications:
- Ability to work in a strong team environment
- Well-developed organizational skills and the ability to successfully manage multiple issues and demands
- Attention to detail and quality of service in all aspects of relationship management
- Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
- Promptly resolves internal and external customer problems
- A strong sense of urgency and a desire to succeed
- State Life & Health license required
- Series 6 & 63 licenses required