TDC Life is seeking a Life Insurance Client Advisor. This position reports to the Director, Life Insurance Services.
Responsibilities
Maintain and develop relationships with referral sources, clients, business partners and carriers
Advise clients on insurance recommendations and planning techniques
Educate referral sources on insurance planning and client opportunity spotting and development
Prepare with TDC team for client meetings and follow up with appropriate team members after meeting
Work collaboratively with TDC team in planning strategy, policy design and implementation
Integrate insurance planning with estate and business planning working collaboratively with other professional advisors, CPA, Attorney, Investment Advisor, etc.
Direct case through the TDC process from prospect development to underwriting to sale to inforce
Other duties as assigned by the life insurance services team
General Support
Update company CRM database
Participate in team meetings and offer suggestions for improvement to workflows and procedures
Adhere to firm’s compliance policies and procedures