What are the responsibilities and job description for the Disability Income Advisor position at The Bulfinch Group?
Job Overview
The Bulfinch Group is a dynamic financial services firm seeking a skilled Disability Income Specialist to join our team. As a Subject Matter Expert for individual disability insurance products, you will play a crucial role in driving sales growth and development within our organization.
Key Responsibilities
Requirements
The Bulfinch Group is a dynamic financial services firm seeking a skilled Disability Income Specialist to join our team. As a Subject Matter Expert for individual disability insurance products, you will play a crucial role in driving sales growth and development within our organization.
Key Responsibilities
- Schedule and conduct daily sales calls with new and existing brokers to strengthen relationships and identify selling opportunities.
- Collaborate with General Agents and Regional Wholesalers to develop and execute business plans that maximize sales and meet production goals.
- Utilize effective marketing strategies to create firm visibility and sales opportunities.
- Maintain accurate broker profiles and track business development activities using a contact management system.
Requirements
- Proven sales and relationship-building skills, with 2-5 years of related experience preferred.
- Able to work independently and creatively in a fast-paced environment.
- Demonstrated oral and written communication skills, with a strong focus on personal customer service.
- Able to pay attention to detail and multitask, with a strong sense of discipline and self-organization.
