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.

Underwrite complex individual life insurance applications by assessing medical and financial risk, manage a large caseload, apply approval authority up to $7M, collaborate with sales and case managers, provide training, and ensure timely, customer-centric decisions.

As a Financial Advisor, you will assist clients with retirement planning and financial goals, utilize company-provided tools, and collaborate with your team.