The LRM Group, LLC · 1 day ago

Life Insurance Consultant to Support Fee-Based and Fee-Only RIA’s

United States

Full-time

Remote

Mid Level

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Responsibilities

Build upon established advisor relationships to develop referrals for client life insurance point of sale opportunities.

Become the trusted insurance partner for these advisor and firm relationships.

Drive activity to develop a pipeline of opportunities and sales results.

Engage in continuous training, practice management, and participate in meetings and study groups with peers.

Work effectively with in-house case design, case management, underwriting, marketing, and our internal Estate Planning Specialist to optimize results.

Provide consultative and educational point-of-sale support to financial advisors and other professionals, such as accountants and attorneys associated with the client.

Provide timely and consistent activity documentation.

Qualification

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Task managementPublic speakingSocial media presenceSelf-disciplineTechnical proficiency