What are the responsibilities and job description for the Financial Protection Expert position at The Bulfinch Group?
Job Description
The Disability Income Specialist will be responsible for driving sales growth and development within The Bulfinch Group. This includes scheduling and conducting daily sales calls with new and existing brokers, collaborating with General Agents and Regional Wholesalers to develop business plans, and utilizing effective marketing strategies to create firm visibility.
Responsibilities
Qualifications
The Disability Income Specialist will be responsible for driving sales growth and development within The Bulfinch Group. This includes scheduling and conducting daily sales calls with new and existing brokers, collaborating with General Agents and Regional Wholesalers to develop business plans, and utilizing effective marketing strategies to create firm visibility.
Responsibilities
- Schedule and conduct daily sales calls with new and existing brokers.
- Collaborate with General Agents and Regional Wholesalers to develop business plans.
- Utilize effective marketing strategies to create firm visibility.
- Maintain accurate broker profiles and track business development activities.
Qualifications
- 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.
