Sales Planning Associate
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Job Location:
Northlake, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Optimized Insurance Planning is seeking an enthusiastic energetic and motivated Insurance Planning Sales Associate to join our growing team in Fort Worth TX. This is a full-time on-site role ideal for a young professional who thrives on relationship- building professional development and representing a mission-driven brand within the financial advisor community.
As a Sales Planning Associate you will play a critical role in supporting OIPs advisors and internal planning team while helping expand relationships with financial advisors and wealth managers nationwide. You will be an ambassador for OIP and our Race to Success program engaging advisors with confidence professionalism and purpose.
Key Responsibilities
- Support the development and execution of customized insurance planning solutions across annuities life insurance and long-term care
- Engage and build relationships with financial advisors and wealth managers through proactive communication and follow-up
- Assist sales leadership and planners with case preparation research and solution design
- Coordinate with internal teams to ensure smooth case flow accurate documentation And exceptional service delivery
- Maintain detailed and organized client and advisor records within internal systems
- Represent Optimized Insurance Planning with energy integrity and professionalism
in all interactions - Contribute to a seamless high-quality advisor and client experience
Qualifications :
- A driven coachable and relationship-oriented professional early in their career
- Passionate about serving financial advisors and helping them grow stronger
more effective practices - Excited by insurance planning risk management strategies and their role within
comprehensive financial planning - Comfortable communicating with professionals and building trust over time
- Highly organized detail-oriented and proactive
- Energized by being part of a growth-focused team and a long-term career path
within financial and insurance services
Additional Information :
Why Join OIP
- Be part of a nationally respected insurance planning firm with a clear mission and strong culture
- Gain hands-on exposure to insurance planning advisor engagement and practice development
- Learn from experienced planners and industry professionals
- Grow within a firm that values education performance and personal development
- Represent a brandand a philosophythat truly supports advisors and enhances lives
Remote Work :
No
Employment Type :
Full-time
Key Skills
About Company
Therapy & Beyond is one of the largest BCBA-owned ABA organizations, founded and led by Dr. Regina Crone, BCBA-D, since 2006. At Therapy & Beyond we approach the needs of each patient both individually and as part of a dynamic interdisciplinary team working with experts in applied beh ... View more
