Business Development Associate

Connect with prospective clients who are interested in financial protection strategies

Conduct virtual consultations to understand client goals and priorities

Introduce appropriate solutions such as life insurance, annuities, and Indexed Universal Life (IUL) policies

Support clients through the onboarding and decision-making process

Maintain follow-up communication to build long-term relationships

Work toward personal performance and growth targets

Strong communication and relationship-building skills

A self-motivated professional with a goal-oriented mindset

High level of integrity and commitment to serving clients

Ability to learn quickly and apply coaching and training

Confidence in conducting virtual meetings and presentations