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.

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