• Serve in a support role, assisting assigned Insurance Strategists in achieving their defined territorial revenue goals. • Interface with Private and Financial Advisors and assist them with any questions they may have as it relates to the insurance process. • Assist in the policy review process, including requesting in-force ledgers, requesting appropriate illustrations and producing final presentation documents. • Communicate directly with clients and assist the Insurance Strategist in the placement of life, disability and long-term care products. • Provide educational material to advisors and clients. • Produce client presentations. • Provide support during the new business and underwriting process.