- Educate families by developing and delivering advanced planning presentations.
- Become a trusted advisor within the community via group seminars, lunch and learns, and various other networking events and techniques.
- Communicate and connect with individuals and families through direct mail and social media campaigns.
- Meet or exceed set sales targets.
- 2+ years sales experience, preferably from an insurance, health care, financial or estate planning background.
- Must have a competitive mindset and sales acumen.
- Strong interpersonal skills.
- Strong presentation skills.
- Life insurance license or ability to obtain one within 30 days of hire.
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Account Sales Representative - Wausau, United States - Vertin
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Description
Job Description
Job DescriptionJoin our team as an Account Sales Representative (Pre-Planning Specialist), where you'll blend empathy with organizational expertise to guide families through one of life's most delicate moments.As a Pre-planning Specialist at Vertin, you have the unique opportunity building relationships with the local community and developing strategies designed to educate, engage, and assist families with advanced planning and funding through life insurance and other related products.
What you'll do:
Educational/Licensure Requirements:
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