Become a part of Beneva as an Individual Insurance Sales Skilled. Leverage your skills to build lasting relationships with advisors in your designated territory.
This role demands a proactive approach to understanding Beneva’s insurance and investment products and applying that knowledge in developing sales strategies. You will support advisors through case evaluations, competitive reviews, and impactful presentations that drive sales and establish brand recognition. Your role will engage in regular interactions using our CRM for effective relationship management.
Key Responsibilities:
• Develop and maintain comprehensive product knowledge
• Plan and implement sales strategies within the territory
• Collaborate with advisors on case development
• Conduct individual and group presentations for brand promotion
• Use CRM to track relationships and sales activities
Requirements:
• Degree/Diploma in Business Administration or equivalent experience
• Minimum five years in sales to independent advisors
• Life Insurance licensing and understanding of Mutual Funds
• Proficiency in consultative sales and relationship management
• Solid English communication skills, bilingualism a plus
Bring your financial expertise and relationship-building abilities to help Beneva thrive in the marketplace.
J-18808-Ljbffr