Job Description
- Cultivate strong partnerships with Private Bankers and other Referral Sources across designated territories.
- Identify and qualify potential prospects for the company's planning and life insurance offerings through collaboration with Private Bankers and Referral Sources.
- Conduct client meetings, both independently and in conjunction with Private Bankers, adhering to solicitation guidelines and client availability.
- Deliver presentations on the company's planning concepts and life insurance products to prospective clients.
- Maintain diligent tracking, management, and follow-up of prospective client situations.
- Participate in training sessions for Private Bankers and other Referral Source employees, ensuring ongoing awareness of the company's solutions and tailored concepts.
