About the role
FinEx AI summary
Principal business-development role in agency distribution motivating agents to sell CS business, including EB and IVS, and meet sales targets. Responsibilities include agent relationship building, technical advice, monitoring VONB/ANP/OPAT performance, and coaching support staff. Minimum eight years' group-insurance sales experience; IIQE licensing preferred.
Core skills
Group insurance salesEmployee benefits (EB) business developmentAgency distributionIIQE licensing (Papers 1-4)Relationship building with agentsTeam supervision and coaching