Talcott Financial Group
Talcott Financial Group
501 – 1,000 कर्मचारी
बीमावित्त
Talcott Financial Group एक वित्तीय सेवा और बीमा कंपनी है, जो सेवानिवृत्ति तथा संस्थागत जोखिम-हस्तांतरण समाधानों पर केंद्रित है। इसके उत्पादों में EverGuard और EverStead MYGA जैसी फिक्स्ड और फिक्स्ड-इंडेक्स्ड वार्षिकियां शामिल हैं, जिन्हें व्यक्तिगत सेवानिवृत्ति योजना के लिए तैयार किया गया है। संस्थागत ग्राहकों के लिए कंपनी अनुकूलित देयता-हस्तांतरण और पूंजी समाधान भी प्रदान करती है। Talcott, Talcott Resolution Life और उससे जुड़ी संस्थाओं सहित बीमा कंपनियों के जारीकर्ताओं के माध्यम से काम करती है और अपने जोखिम-समाधान व्यवसाय के लिए पूंजी तक पहुंच बनाने हेतु Sixth Street के साथ सहयोग करती है। कंपनी बीमा विशेषज्ञता, बैलेंस-शीट संसाधनों और अनुकूलित उत्पाद डिजाइन को मिलाकर सेवानिवृत्ति बचतकर्ताओं तथा संस्थागत साझेदारों की सेवा करती है।

Relationship Manager, Retail Annuity Distribution

Lead Talcott Financial Group’s U.S. retail annuity distribution by developing advisor relationships, generating sales, and delivering product training. The role includes 70% domestic travel and 30% home-office calling.

विवरण

  • Build and expand Talcott’s retail distribution infrastructure
  • Create short- and long-term strategies to strengthen client relationships, generate new business, and increase revenue
  • Partner across functions to assess how product and service improvements affect company strategy and operations
  • Work with the Head of Retail Distribution to create business plans that support sales and growth targets
  • Promote Talcott annuities to IMO marketers, independent agents, and independent financial advisors
  • Spend 70% of working time meeting in person with IMO principals, marketers, and agents, and 30% making outbound calls from the home office
  • Maintain marketer and producer relationships while sharing market, industry, and product updates
  • Find and develop new advisors while deepening relationships with current advisors
  • Generate sales through outbound calls, webinars, field initiatives, and face-to-face meetings
  • Maintain regular contact with assigned agents and marketers
  • Develop, launch, and follow up on email campaigns
  • Organize and lead national conference calls, webinars, GoToMeetings, and campaigns
  • Deliver individual and group product and sales training through seminars, workshops, and conferences
  • Allocate resources within the assigned territory through coordinated marketing and sales initiatives
  • Manage the assigned budget and expense account
  • Update the CRM daily with contacts, notes, activities, and follow-up actions
  • Uphold a consistently professional standard of conduct
  • Use thorough knowledge of fixed and fixed indexed annuities to explain their role in clients’ broader financial plans

आवश्यकताएँ

  • At least five years of relevant sales experience in the industry
  • Bachelor’s degree or equivalent professional experience
  • Digital and virtual capabilities, with the ability to contribute to the development of future systems
  • Experience selling annuities is strongly preferred
  • Experience with the IMO distribution channel is strongly preferred
  • A state insurance license is strongly preferred
  • Comfort using computer applications such as Word, Excel, and PowerPoint
  • Experience with annuity illustration software is preferred
  • Self-directed and able to work independently
  • Demonstrated sales ability and strong presentation skills
  • Ability to build and sustain productive professional relationships
  • Ability to manage competing priorities while meeting defined sales and marketing goals

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