BBVA Compass INVESTMENT LIFE INSURANCE SPEC in denver, Colorado

Overview

I. Summary of Positions

Supports the Life Insurance sales effort and serves the banking needs of customers by analyzing & testing the suitability of financial products. Has responsibility for sales goals and client base from bank referrals as well as non-bank customers on life insurance products. Works to identify areas for improvement for performance in marketing of management methods and models, customer satisfaction and training.

Responsibilities

II. Principle Accountabilities

  • Provides expertise to bank clients in all lines of life insurance.

  • Trains and motivates sales force to prospect and refer clients

  • Contacts prospect customers and supports the corporate- wide insurance sales effort by providing product support and directly selling to customers.

  • Analyzes customers’ needs and long-term goals, develop strategy plans, and tests suitability of financial products.

  • Interviews customers to gather information concerning their earnings and financial condition in order to determine the appropriate customer product.

  • Seeks out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Ensure that policy requirements are fulfilled, including any medical examinations and the completion of appropriate forms.

  • Works in conjunction with the Regional Sales Director and Regional Investment Sales Managers to develop specific work plans to maximize insurance sales production in all markets.

  • Identifies areas of opportunity and provides proactive feedback as well as ongoing coaching to sales staff.

Qualifications

III. Knowledge, Skills Abilities, Education

  • Bachelor’s degree or equivalent professional experience.

  • Minimum of 3 – 5 years life insurance sales experience.

  • State Life and Series 7 licenses; Prefer CLU/CFP/ChFc designation.

  • Must exhibit a freindly and helpful attitude along with the ability to interact positively with direct reports, disctrict level executives and branch staff.

  • Demonstrate ability to coach the process of idedntifying needs and implementing an effective solution in a rapid growth environment.

  • Ability to analyze sales trends, conditions and facts for maximum efficiency for all sales teams.

  • Must possess an aptitude for solving complex issues.

  • Excellent wriiten communication skills.

  • Good knowledge of banking insurance and securities regulations, legal and documentation requirements.

  • Working knowledge of SharePoint and Google applications, and proficient in Microsoft Office desktop.

  • Willing to travel as the job requires, occasionally overnight.

Job ID 2018-113491

Site Name CO-DENVER-DENVER DOWNTOWN

Category INVESTMENTS

Work Location US-CO-DENVER

FLSA Status EXEMPT

Type FULL TIME