Disability Income Specialist
Job Description:
Our client, a wealth management firm in Westchester County, New York, seeks to hire a Disability Income Specialist. An entrepreneurial opportunity for a driven, disciplined individual to specialize in promoting industry-leading disability insurance products to the local financial services community.
This role focuses on growing and developing a disability insurance profit center by building sales through independent brokers and field representatives. This is an excellent opportunity to help make a meaningful impact on the firm’s entrée into this space.
Compensation:
Includes competitive base salary with commissions, a 401(k) match, and a defined benefit pension plan. Compensation is experience-based.
Responsibilities include, but are not limited to:
- Make daily sales calls to new and existing brokers to build relationships and identify opportunities.
- Devote approximately 80% of the time to proactive broker outreach and development.
- Create and implement a business plan to meet sales and production goals.
- Convert underperforming brokers into top producers.
- Lead sales promotion and training meetings.
Requirements:
- Strong sales and relationship-building skills.
- Ability to work independently in a dynamic environment.
- Demonstrated leadership in professional or social settings.
- Life & Health insurance licenses are required; Series 6 and 63 are preferred.
