Job Responsibilities:
- Cultivate relationships with referral sources within designated territories of EPCs (Estate Planning Counselors).
- Collaborate with referral sources to identify and assess potential prospects for the Company's planning and life insurance products.
- Arrange client meetings in accordance with solicitation guidelines and client availability.
- Deliver presentations on the Company's planning concepts and life insurance products to prospects.
- Track, oversee, and follow up on prospective client engagements, including planning, meetings, and correspondence, ensuring accurate documentation in the system.
- Engage in relevant marketing activities as required.
- Utilize the Company's sales management systems and adhere to all solicitation and compliance standards.
