Placement Consultant

Responsibilities

• Produce life and disability product illustration and proposals.
• Aid in creating market-leading illustration quote templates.
• Aid in maintaining carrier product studies.
• Assist in the intake and evaluation of new sales opportunities.
• Support external and internal sales teams in their sales efforts by sharing product expertise and collaborating on calls and emails.
• Aid internal and external sales teams in pre-sales preparation of presentations and broker call preparation.
• Manage and build relationships between internal/external sales teams and producers to support intake of new sales opportunities.
• Follow service protocols to include but not limited to quote turnaround times and responding to Sales Managers.
• Manage pipeline data entry and quote follow-ups.

Requirements

• Familiarity with insurance quoting tools for life, disability, long term care, and annuity product lines.
• Strong knowledge and use of Microsoft Office Suite.
• Knowledge of CRM systems. AMS experience strongly preferred.
• Strong knowledge of both products and concepts within the life and disability insurance industry.
• Wholesale experience strongly preferred.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of related industry experience.
• Life & Health insurance license preferred (or ability to obtain license within 90 days).

Skills

• Familiarity with insurance quoting tools for life, disability, long term care, and annuity product lines.
• Strong knowledge and use of Microsoft Office Suite.
• Knowledge of CRM systems. AMS experience strongly preferred.
• Strong knowledge of both products and concepts within the life and disability insurance industry.
• Wholesale experience strongly preferred.

Benefits

Pay details: The base compensation range for this position is $100,000 - $130,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Employee Benefits:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

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