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Talcott Financial Group
Talcott Financial Group
501 – 1.000 Angajați
AsigurăriFinanțe
Talcott Financial Group este o companie de servicii financiare și asigurări axată pe soluții pentru pensie și transferul riscurilor instituționale. Oferta sa include anuități fixe și anuități indexate cu dobândă fixă, precum EverGuard și EverStead MYGA, concepute pentru planificarea individuală a pensionării, precum și soluții personalizate de transfer al obligațiilor și de capital pentru clienții instituționali. Talcott operează prin companii de asigurări emitente, inclusiv Talcott Resolution Life și entități afiliate, și colaborează cu Sixth Street pentru acces la capital destinat activității sale de soluții pentru riscuri. Compania combină expertiza în asigurări, resursele bilanțiere și proiectarea personalizată a produselor pentru a deservi persoanele care economisesc pentru pensie și partenerii instituționali.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiCTConnecticutNCCarolina de NordRemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • 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

Cerințe

  • 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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