Insurance Solutions Specialist

Stifel

  • Saint Louis, MO
  • Permanent
  • Full-time
  • 2 months ago
Why Stifel:Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing:The Insurance Solutions Specialist assists with marketing of the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes helping to create and execute marketing plans, managing relationships with carriers and general agencies, providing insurance training via WebEx and in-person. The Insurance Specialist assists Financial Advisors and other branch personnel with product-specific questions, technical, sales, and marketing matters. What We're Looking For:
  • Assists Financial Advisors by answering their insurance related questions, participating in client/prospect meetings/conference calls and by assisting in identifying insurance related opportunities.
  • Conduct in-depth policy reviews with Financial Advisors.
  • Creates and maintains accurate product and marketing information on the intranet portal.
  • Supports the creation and execution of insurance marketing programs and sales strategies.
  • Manages relationships with insurance carriers to ensure a sufficient supply of high quality insurance products
  • Manages relationships with general agencies to ensure top notch support for our Financial Advisors
  • Assists with the creation and delivery of insurance training through conference calls, WebEx, and in-person presentations
  • Other duties as assigned by Manager What You'll Bring:
  • General knowledge of insurance concepts and product
  • Working knowledge of insurance concepts/products.
  • Working knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform entertain via written, oral, and visual media.
  • General knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues and surrounding insurance products. Education & Experience:
  • Minimum Required: Bachelor's Degree in Marketing or business related field
  • Minimum Required: 1-3 years of industry experience Licenses & Credentials:
  • Minimum Required: State Insurance License, Life, Health and LTC
  • Minimum Required: Series 7, 63 and 66 within 6 months of hire Systems & Technology:
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel:
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.Stifel is an Equal Opportunity Employer.

Stifel