Manager of Traditional Insurance and Annuities - Glenside, PA
2 days ago
Job Description
Maintain a comprehensive awareness of Company's Traditional Insurance (life LTC and DI) and Annuity product offerings and industry trends be able to respond and coordinate to financial advisors specific requests for information Assist with promotion in combination with leveraging expertise in annuities Partner with financial advisors to determining product suitability Act as a liaison between the field branch staff marketing asset management and compliance Meet with branches to facilitate communication and enhance knowledge of specific product offerings Identify training resources for financial advisors and Company staff Coordinate with Sales Marketing staff of product providers.
Responsibilities: Provide education
Coordinate continuing education for branch tours retreats regional meetings other Company training opportunities Gather research analysis as directed on annuities financial markets Provide advice on product suitability Knowledgeable of traditional insurance variable annuities available under our selling agreements Variable Annuities living benefits Equity Indexed Annuities Immediate Annuities Fixed Annuities retirement contribution Crump/ Fixed Annuties Traditional insurance life LTC DI Point Person field concerning product sales questions regarding traditional insurance annuities General compliance regulatory inquiries Commission licensing questions Collaborate Marketing wholesalers communicate changes products advising Promote use software.
- electronic transaction data major traditional insurance platform No Load platform New Software Retirement evaluator Penalties Free Out Maintain relationship Selling agreements key accounts Commissions Products Wholesalers meetings
Job description
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