What are the responsibilities and job description for the AVP, Business Development position at INDEPENDENT ADMINISTRATIVE SERVICES, LLC?
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
As an AVP, Business Development, you'll play a key role in SCA’s growth and long-term success by helping us to achieve our goals and build upon our legacy of achievement by proactively managing assigned accounts to achieve regional and company sales goals. In this role, you will support the VP team with campaigns and maintain relationships with assigned clients while supporting key distribution relationships.Job Description
Duties/Responsibilities
[The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]
• Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives, including:
o Oversee client case design
o Prepare illustrations and presentations using carrier and product analysis to support and facilitate client sales
• Analyze existing contracts, analyzing the coverage, and providing a summary
o Consult with VP team and financial advisors to determine if current policy meets client needs
• Manage new advisor calls, reviews, and document a summary for VP team
• Establish credible relationships with VP team, case design team, and financial advisers, to be able to provide immediate support on complex matters with minimal direction
• Understand the advantages and disadvantages of different life insurance strategies
• Determine when case needs escalation to executive team
• Act as the liaison between key clients and internal teams, assist the VP team and/or the financial advisor in implementing solutions and pro-actively resolve any issues and inquiries
• Serve as primary point of contact in the proper completion of applications and forms and provide software support
• In partnership with VP team, research, summarize, and provide competitive information and competitive positioning for specified products
• Consult on case design and concepts for VP team
• Understands interdependences of deadlines on multiple projects and acts to preserve integrity of others’ deadlines
• Perform other duties as assigned
