Life insurance associate
As Life Insurance Competition Associate, you will provide field force with life insurance competition and conservation support, conduct life insurance & annuity industry research, create/ update marketing materials, and present at trainings and WebEx’s. Demonstrate Guardian values which are, We do the right thing, We believe people count, We courageously shape our future together and We go above and beyond for the people we serve.
You are Familiar and comfortable with the individual life insurance market. Has a natural curiosity, enjoys collaboration with both home office colleagues and field associates (General Agents, Financial Representatives, Brokers). You will- Provide General Agents, agents, staff members and brokers with individualized case consultations via phone and e-mail offering competition support for new business and conservation, including traditional and variable life products.
- Develop effective sales support materials, including client pieces, competitor analysis, and other related materials.
- Keep abreast of competitor actions and industry happenings to best differentiate and position Guardian’s products and riders.
- Continually learn new sales support functions and new life and annuity products/ trends as a means to provide the best possible service to stakeholders.
- Thorough knowledge of the life insurance industry with emphasis on whole life products, Guardian Life products and the target markets they serve.
- Analytical thinking
- Customer focus
- Information seeking
- Respect for diversity
- Strong interpersonal skills
- Proficient in both Microsoft Excel and PowerPoint
- Excellent verbal and written communication skills, with key strength in presentation and effective public speaking.
- Understanding of the general agency distribution system.
- Familiarity with Life Insurance Illustration software.
- Four-year college degree or equivalent business experience
- CLU, ChFC, CFP, RICP, or other professional designations are a plus.
- Minimum 5 years’ industry experience is preferred.
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