Account Sales Representative
4 weeks ago
As a Pre-planning Specialist at Vertin, you have the unique opportunity building relationships with the local community and developing strategies designed to educate, engage, and assist families with advanced planning and funding through life insurance and other related products.
What you’ll do:
- Educate families by developing and delivering advanced planning presentations.
- Become a trusted advisor within the community via group seminars, lunch and learns, and various other networking events and techniques.
- Communicate and connect with individuals and families through direct mail and social media campaigns.
- Meet or exceed set sales targets.
Experience you need to bring:
- 2+ years sales experience, preferably from an insurance, health care, financial or estate planning background.
- Must have a competitive mindset and sales acumen.
- Strong interpersonal skills.
- Strong presentation skills.
Educational/Licensure Requirements:
- Life insurance license or ability to obtain one within 30 days of hire.
Vertin is a privately held organization, headquartered in Minnesota, with eight state locations. We offer our colleagues continuous learning and development, career growth, work-life balance, and a strong benefit package all while maintaining a family culture
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