Sr. Insurance Solutions Specialist
Stifel
- Saint Louis, MO
- Permanent
- Full-time
- Communicates updates, maintains and coordinates sales strategies, marketing campaigns and branch visits to create product awareness and increase sales penetration of insurance products.
- Travels to branch offices to meet with Financial Advisors, support staff and clients to deliver training and insurance solutions.
- Works with Financial Advisors to assist in advanced insurance concepts related to ultra-high net worth clients, business owners including calls with clients.
- Helps conduct due diligence on insurance providers and products.
- Assists with the planning, organizing and execution of insurance-related conferences and meetings.
- Assists with developing the insurance training strategy and delivering training sessions on insurance products on advanced concepts.
- Mentors and helps train other associates.
- Expert knowledge of advanced insurance concepts for ultra-high net worth client, business owners, and estate planning.
- Advanced understanding of insurance products.
- Strong knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques.
- Strong knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products.
- Minimum Required: Bachelor's Degree in Marketing or business related field or equivalent combination of education and experience.
- Minimum Required: 5+ years of industry experience.
- Minimum Required: State Resident Insurance License, Life and Health.
- Minimum Required: Series 7 & 63 and State Resident Insurance License, Life and Health within 6 months from start date.
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.