Annuity & Life Insurance Sales Director Job at IMS Associates Financial & Insurance Services, Irvine, CA

YXN4R3YxMzRMZ1AyNVFsc1ZhSjNrQ3VwdlE9PQ==
  • IMS Associates Financial & Insurance Services
  • Irvine, CA

Job Description

Summary

 

The Life & Annuity Sales Director is a sales position within IMS Associates, responsible for generating new sales accounts and supporting existing independent financial and insurance advisors. The position comprises of both outbound sales duties as well as supporting and contributing to the day to day efforts of the general sales and marketing team. The primary objective of the positions is generating Annuity and Life Insurance sales with independent advisors. Knowledge and Experience in Life Insurance, Annuity, and Financial Services in general is required. Position will include specific job training for the lines of business mentioned as needed.

 

Sales duties include making daily outbound sales calls, taking inbound inquires, internal account support, in-person advisor sales meetings inside and outside of the office, advisor training, hosting webinars and seminars, and conducting personal sales directly with consumers. Travel will be required for the position which may include both local and long-distance travel. 

 

Support activities include supporting and working with other team members and Ownership with day to day sales opportunities, product and underwriting inquiries, supporting accounts assigned to the Sales Director and supporting account not assigned accounts, and general sales & marketing efforts.

 

The Sales Direction position is an at-will position. This means that IMS Associates may terminate the Sales Director, and the Sales Director may quit, with or without cause, and at any time. The at-will status of the Sales Director may only change by a written employment agreement signed by an authorized agent of IMS Associates and the Sales Director. No other document or representation, whether a policy handbook, communications, or writing (other than a signed employment agreement) shall be interpreted to be in conflict with or to eliminate or modify in any way, the at-will employment status of the Sales Director.

 

General Duties

 

  1. Complete outbound calls per company’s marketing and sales initiatives for Annuities & Life Insurance
  2. Calling existing accounts to check in and review new concepts
  3. Calling prospective accounts in effort to earn their business, via warm and cold calls
  4. Contribute to creation of marketing plans and execution of marketing plans.
  5. Work with Advisors on Case Design and Sales Strategies
  6. Create proposals and quotes for Annuities & Life Insurance
  7. Providing underwriting solutions for Annuities & Life Insurance
  8. Provide product comparisons, alternate solutions and funding scenarios, and identify cross-sell opportunities
  9. Company Seminar & Webinar Support
  10. Assist with presentations and materials needed for Webinars and Seminars
  11. Present & Host Webinars & Seminars
  12. Travel to, Attend, and Represent Company at Industry Conferences & Events
  13. Call and respond to internal Consumer Leads for Life Insurance & Annuities
  14. Underwriting support via Underwriting Summaries and pre-screening complex medical history Life Insurance cases
  15. Interface with Carrier Underwriters and Outside Underwriters
  16. Miscellaneous duties and tasks will be required as determined by management.

Job Tags

Local area, Long distance,

Similar Jobs

Allegheny Health Network

Respiratory Therapist - Sign on Bonus Eligible Job at Allegheny Health Network

 ...measure, monitor, and ensure department effectiveness e.g., charting, billing, IPOC, patient/family education. (20%) Performs diagnostic...  ...Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of... 

Black Sesame Technologies Inc

Software Engineer, AI Compiler Job at Black Sesame Technologies Inc

 ...might be an ideal candidate if you are seeking to develop high quality, innovative, and scalable software that enables state of the art AI inference models...  ...experiment with new ideas Qualifications: You are graduating with a MS, or Ph.D. degree in Computer Science,... 

Motion Recruitment

Mobile Application Developer Job at Motion Recruitment

 ...Company - Our Dallas, TX Client is seeking an Android application Developer for a direct hire opportunity. You will be responsible for the...  ...development and maintenance of mobile applications and common software components. Onsite interview is required. Client is... 

Yoh, A Day & Zimmermann Company

Optical Systems Test Engineer Job at Yoh, A Day & Zimmermann Company

 ...testing on incoming photonics components (e.g., OPAs, PICs, fiber assemblies). Coordinate inventory tracking, labeling, and storage...  ...s degree in engineering or physics (optics, mechanical, electronics strongly preferred). Solid understanding of optics, physics... 

Unifi Aviation, LLC

Customer Service Supervisor(Delta)-Portland Job at Unifi Aviation, LLC

 ...Job Description Job Description General information Job Title Customer Service Supervisor(Delta)-Portland Date Saturday, May 3, 2025 Entity Unifi Aviation, LLC State Maine City Portland Base Pay Rate: $ 22.00 Seasonal Pay Rate...