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Account Representative (Retirement Plans) (943-4)
Los Angeles, CA
COMPENSATION: Base salary $60-65k plus bonus
SUMMARY: Life Insurance Company seeks an Account Representative with sales
experience and understanding of retirement plans (401(k)/403(b)/457), to sell
to institutional client prospects in Los Angeles?specifically the coastal
region from Long Beach to Santa Barbara.
RESPONSIBILITIES: Emphasis will be on soliciting new group takeover plans and
cross selling products
Solicitation/procurement of new group accounts through referrals/cold
calling/mailing campaigns/personal visits for the implementation of employee
benefit plans and to direct the sale of individual products
Visit current accounts regularly with direction/supervision from the Regional
Coordination of client service matters and documentation of any related issues
Present benefit plans on-site at group accounts and participate in individual
enrollment meetings as needed
2-5 years of sales experience preferred; telephone cold calling experience
Bachelor?s degree strongly preferred
FINRA Series 6 and 63 and insurance licenses preferred; will have to sit for
these licenses if not held already
Knowledge of all insurance products underwritten by company required
General business acumen with strong motivation/communication skills
CLU/ChFC, CRPS or CEBS designation a plus
Driver?s license required
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