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Disability Income Specialist

  • Job Number 530368
  • Type Permanent
  • Location Tarrytown, NY
  • Pay $60,000 - $70,000
  • Referral Bonus $250

Disability Income Specialist

Job Description:

Our client, a wealth management firm in Westchester County, NY, seeks to hire an 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 a great 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 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:

Please use bullet points :)

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 required; Series 6 and 63 preferred.