External Wholesaler – Long Term Care Insurance/Solutions
| Company | Genworth Financial |
|---|---|
| Location | Virginia, USA, New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree (B.A.) in Finance or related field
- Minimum six (6) years of professional experience in insurance / financial services distribution
- Life & Health Insurance license Required
- CLTC Designation preferred
Responsibilities
- Building and maintaining relationships with Intermediary Distributors (BGA/IMO) and other partners to generate Long Term Care sales with assigned accounts
- Developing and implementing wholesaling business plans for assigned accounts to deliver on sales goals
- Educating assigned accounts (and back-office staff) on the benefits of offered products and services through meetings and presentations
- Working closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads
- Regularly updating wholesaling activity in CRM data on current and proposed sales activity
- Managing expense account within allotted budget
- Performing other duties and responsibilities as assigned
Preferred Qualifications
- Identifying the needs of financial professionals through effective questioning and listening techniques
- Preparing and delivering clear, convincing and professional sales presentations to small and large audiences
- Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Understanding business processes and identifying process improvement opportunities
- Highly organized, results-driven, and collaborative