JOB SUMMARY

First American Insurance Underwriters is growing, and we are hiring for a Case Design and Life Insurance Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuity solutions for personal and business planning. If you enjoy the following, this could be the role for you!

PRIMARY SKILLS & REQUIREMENTS:

• Bachelor’s degree preferred
• 2 + years of case design and illustration experience.
• 2 + years of Life Insurance industry experience required.
• Possess strong interpersonal and customer service skills.
• Have excellent problem-solving skills and attention to detail.
• “Articulate and persuasive communicator (both written and oral).
• Motivated to continually learn and grow.
• Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow.
• Able to prioritize and respond to requests in a timely and accurate manner.
• Self-starter with the ability to excel in a dynamic, fast-moving company environment.
• Proficiency in Microsoft Office Suite (Advanced Excel preferred).

• Run illustrations & case design.
• Build strong relationships with new and existing advisors.
• Assist advisors in selecting carriers and products that will best meet their client’s needs.
• Work closely with external sales to support and develop winning sales ideas and proposals for customers.
• Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities.
• Recognize new opportunities to market and position products to improve service and sales.
• Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team.
• Develop a thorough understanding of all systems and resources to enhance the advisor experience.
• Establish and maintain ongoing relationships with producers.
• Document all activity, i.e. calls, proposals, etc.
• Drive sales by proactively and reactively marketing life insurance products to producers. This is accomplished by developing and cultivating relationships and demonstrating excellent problem-solving skills to promote the sales of life products.
• Provide training, assistance and promotion to advisors in utilizing system and available platform resources.
• Participate in weekly sales calls.