• Ladenburg Thalmann Annuity Insurance Services LLC
  • $98,665.00 -122,530.00/year*
  • Sarasota, FL
  • Sales
  • Full-Time
  • 4753 Little John Trail

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Responsible for building ongoing distribution from institutional clients and/or successful independent producers and for meeting an annual minimum production goal through the sale of Life Insurance, Long Term Care, Annuities, and Disability Income products. POSITION RESPONSIBILITIES Learns and delivers specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards. SVP will be expected to participate in ongoing, regular training and practice enhancement programs, as well as peer-support study groups. Generates sales of significant target premium through third party producers. Provides both point-of-sale and post-sale support for producer and client relationships. Creates, maintains, and enhances relationships with independent retail producers, resulting in increased sales. Creates, maintains, and enhances relationships with assigned institutional account offices, their branch managers and insurance specialists resulting in increased sales. Provides expert assistance to producers in case design and sales presentations. Works with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives. Work with provided CRM technology for reporting and documentation purposes. Determines and develops customer profile strategies to assist producers at both institutional and independent outlets to maximize sales opportunities with current and prospective clients. PHYSICAL DEMANDS The physical demands describe are representative of outside sales positions including travel to several sites per day. Candidate must be able to travel to locations both within and outside of the city they are stationed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. MINIMUM REQUIREMENTS/QUALIFICATIONS Education Required: Series 6, Series 63, Life, Accident & Health licenses Preferred: College degree or equivalent life experience; any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24 Experience Required: 3 or more years of life insurance sales and/or wholesaling experience Knowledge, Skills & Abilities Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums. Demonstrate confidence and tenacity to continue to strengthen relationships with clients. Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for. Intermediate level to advanced knowledge of insurance products and technical planning techniques. Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all functions, physical demands and skills required of personnel so classified. About LTAIS Many in the industry call organizations like ours an Insurance Marketing Organization (IMO). All that really means is our clients are insurance brokers and financial planners. We wholesale insurance and investment products to the best advisors around the country. We do this by creating one-to-one relationships built on mutual respect while providing great service. If you are asking yourself, \"Do I have what it takes to work at LTAIS?\" Unfortunately, most of the time the answer is no. You see, we only hire the best of the best. If you are one of the exceptions and have the drive to succeed, we would love to talk with you.
Associated topics: casualty, insurer, insurance, insurance agent, insurance field, insurance sales, life, life insurance agent, medicare, medicare solution

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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