Guide clients through life insurance underwriting from application to policy delivery, coordinating with carriers and coaches while providing clear, proactive communication that builds trust and keeps cases moving.
Own relationships with existing clients and past prospects through proactive calls, policy reviews, referrals, and follow-up, identifying opportunities and booking clients with IBC strategists.
Manage and grow a book of existing clients and past prospects through proactive calls, policy reviews, referrals, and follow-up, connecting clients with strategists when new business opportunities arise.
Own and grow relationships with existing clients and past prospects through proactive calls, policy reviews, referrals, and follow-up, connecting clients with strategists when new business opportunities arise.
Own and grow relationships with existing clients and past prospects through proactive calls, policy reviews, referrals, and follow-up, connecting clients with strategists when new business opportunities arise.
Leads the life insurance underwriting and client service operation, managing and training specialists while handling cases hands-on and building the processes, standards, and systems needed to scale.
Qualify warm prospects for the Infinite Banking Concept through phone and Zoom conversations, assess whether the strategy fits their needs, and guide suitable clients toward policy implementation while managing your pipeline.
Close warm, pre-qualified prospects over phone and Zoom, assess whether the wealth-building program fits their needs, and manage the sales pipeline with disciplined follow-up and CRM updates.
Close warm, pre-qualified prospects over phone and Zoom, assess whether the wealth-building program fits their needs, and manage the sales pipeline from follow-up through conversion.
Qualify warm, pre-qualified prospects through phone and Zoom conversations, assess whether the wealth-building program fits their needs, and manage the sales pipeline from appointment through follow-up.
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