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Director of Insurance

Company: Lifetime Recruiting Strategies
Location: San Jose
Posted on: May 31, 2024

Job Description:


  • Insurance Director:


    • Essential Duties and Responsibilities:


      • We are currently seeking a Licensed Sales Director. Proven leadership, management, and motivational skills are required. We offer a competitive compensation 150-200k plus, bonus and incentives as well as a comprehensive benefits program that includes medical, dental, and 401(k).
        Responsibilities:
        - Development of branch sales professionals and branch production
        - Growing sales knowledge and experience, improving processes and enhancing the client experience
        - Ensuring advice practices are adhered to and developed plans meet suitability requirements
        . Branch recruitment and staffing sales professionals in a timely manner
        - Expanding and deepening client relationships by extending the entire product line
        - Collaborating and building effective relationships to ensure seamless client service
        - Ensuring sales professionals are developed, trained, knowledgeable of, and comply with established procedures
        - Ensuring performance objectives are set collaboratively for all associates and that performance feedback is provided on a regular basis
        - Training and supporting associates to meet their personal development objectives Requirements:
        - Bachelor's degree
        - Series 7; Series 63 and 65, or Series 66 licenses
        - Series 24, must desired
        - Proven leadership, management, and motivational skills
        - 3 - 5 years of proactive, successful sales experience managing people in the financial services industry
        - Must have outstanding communication skills
        - Possess comprehensive industry and investment knowledge
        - Have the ability to present complex financial solutions in a way that enables clients to make informed investment decisions


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Keywords: Lifetime Recruiting Strategies, San Jose , Director of Insurance, Executive , San Jose, California

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