• Manage Advanced Case Design • Analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals. • Run illustrations, and prepare quotes and proposals for Advisors • Represent our portfolio of insurance products knowledgeably and effectively • Provide technical information to advisors on advanced marketing concepts and case design strategies • Offer expert perspective in client point-of-sale meetings, showcasing advanced case designs • Drive Sales and Retention of New Advisor and Corporate Relationships • Share business-building ideas and strategies with Financial Advisors through the facilitation of book of business review meetings • Develop new business with recruited advisors across various insurance products. • Attend industry events, facilitate education, and recruit new advisors • Meet Call Activity expectations and monthly sales goals • Set and work towards achieving personal revenue goals for overall company growth • Collaborate with other business partners to align activities and plans for the given region and its advisors • Develop collaborative quarterly business plans