Life Sales Advisor

The advisor provides assistance with case preparation and
participates in joint appointments to drive successful outcomes. Using independent judgment within
defined limits of authority, the Life Sales Advisor collaborates closely with the Marketing and Life
divisions to ensure agents receive effective training and support. A key focus of this role is achieving
premium growth across assigned districts by enhancing life insurance knowledge, promoting value-based
selling, and implementing a consistent, repeatable, and transferable sales process.

Primary Responsibilities:

Acts as a key resource about the company’s Life insurance products currently being sold and in
force policies.
• Communicates and demonstrates the company’s competitive advantage.
• Understands and utilizes a transferable sales process, including transition statements, how to
open a life case, living benefits, concept sales, and needs analysis.

• Trains agents in the sales process and the Life Product portfolio at agency meetings, H.O. training, and all agent interactions.
• Conducts joint calls with agents, demonstrating our concept sale/living benefit approach.
• Solves problems with clients and agents related to our in-force existing life business.
• Understands and conducts all appointments and training in a manner consistent with being a Life
Insurance Educator

Minimum Knowledge and Requirements:

• Bachelor’s degree or equivalent experience, insurance designation preferred.
• 3 - 5 years of Life Insurance experience.
• Life Insurance license required. Working toward completing advanced certification is preferred.
• Demonstrated success in life insurance sales.
• Demonstrated ability to train adult learners and develop effective training programs.
• Advanced knowledge and experience in Life insurance-related technology.
• Ability to learn our company’s Life products quickly

Physical Requirements and Reasonable Accommodations:

While performing the duties of this job, the employee is regularly required to convey information and
communicate. The employee frequently is required to move, traverse inside an office environment,
operate office equipment (computers, keyboards, telephones, printers, scanners etc.), and detect
information necessary to make decisions. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.

Company Performance Statement:

In the performance of tasks and duties all employees are expected to: perform quality work within
deadlines with or without direct supervision; interact professionally with other employees, customers, and
suppliers; work effectively as a team contributor on all assignments; and work independently while
understanding the necessity for communicating and coordinating work efforts with other employees and
organizations.