Conduct inbound life insurance consultations over the phone, perform suitability analyses, match customers with term and permanent products, meet monthly production goals, maintain compliance, and complete company-paid licensing and training.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.

The Financial Advisor will provide personalized retirement and financial planning services to clients, meet with prospective clients, and utilize company resources for business development.