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Life Insurance and LTC Specialist (Miami/Coral Gables)

Req Id:  2257
Job Location: 

Miami, FL, US, 33101

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.

 

At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join us. Sound like you? Read on. 

 

How This Role Contributes to Brighthouse Financial:

Responsible for driving Life Insurance product sales by creating and providing business plans, sales goals, training and support to our distribution partners. Giving our distributing partners the ability to help their clients achieve financial security with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share

 

Key Responsibilities:

  • Responsible for building new and maintaining existing relationships with financial advisors in national broker dealers (BDs), regional BDs and independent BDs to increase revenue from annuity sales.  Ensuring trust from the financial advisor is crucial for the successful execution of the job
  • Conduct joint meetings with financial advisors and clients to educate and sell life insuance. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
  • Collaborate with financial advisors to include life insurance in financial plan for clients.  Ability to educate financial advisors on financial products and the process of selling life insurance products.
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements
  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)

 

Essential Business Experience and Technical Skills:

  • 5+ years sales experience wholesaling in life insurance industry (internal, external or combination)
  • Prior Point of Sale experience
  • Proven ability to build strong relationships
  • Proven ability to grow a territory as measured by sales and persistency of business
  • Ability to travel up to 75%
  • Must hold a valid FINRA Series 6 or 7 and Series 63 license
  • Must obtain CLTC designation
  • Must hold and maintain an active Life, Health and Variable Insurance License in their resident state
  • Ability to work independently and to communicate clearly and concisely
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients
  • Expected to maintain a thorough knowledge of existing, new and enhanced products
  • Bachelor’s degree in related field or equivalent experience

 

 

Travel:

Up to 75%

 

Number of Openings:

1

 

 

 

 

 


Nearest Major Market: Miami

Job Segment: Product Manager, Insurance, Operations, Marketing