Role Overview
This role sits at the intersection of sales strategy, relationship management, and financial services expertise, focusing on driving growth across insurance distribution channels. You will actively engage with agencies and brokers to promote complex insurance solutions, strengthen partnerships, and expand market presence within a defined region.
What You Will Do
You will drive business growth by promoting insurance products and strengthening relationships with general agencies and brokers, while ensuring alignment with strategic objectives. Key responsibilities include developing and managing relationships, delivering presentations, analyzing regional market trends, and preparing performance reports.
Why It Might Be a Fit
This role is ideal for a results-driven professional who thrives in consultative sales and relationship-led growth within the insurance industry. You will work closely with internal stakeholders to optimize product delivery and customer experience.
Requirements
- 4–6 years of relevant experience in insurance, financial services, or wealth management
- Valid life insurance license and relevant financial or insurance certifications
- Strong understanding of insurance products, underwriting principles, and financial planning concepts
- Proven ability in consultative sales, relationship management, and broker or channel development
- Excellent communication, presentation, and interpersonal skills
- Strong analytical and problem-solving abilities with a data-driven mindset
- Ability to influence stakeholders and manage complex business discussions effectively
- Proficiency in working independently with strong organizational skills
Benefits
- Competitive base salary with performance-based compensation and potential commissions
- Comprehensive health, dental, and life insurance coverage
- Retirement savings plans and financial wellness programs
- Tuition reimbursement and continuous learning opportunities
- Career development support through coaching, training, and internal mobility
- Inclusive and collaborative work environment focused on growth and innovation
- Access to employee assistance and wellness programs
To apply for this job please visit jobs.lever.co.

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