License/Certification/Designation: FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred. Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate is unable to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Knowledge, Abilities and Skills: College-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing. Sophisticated interpersonal and written skills to effectively communicate and influence company officers, top brokers, home office and outside business partners. Excellent group presentation skills for audiences of company owners, officers, principals, executive boards, and financial intermediaries of up to 200 people. Ability to effectively teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM. Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.