Generates sales and develops business relationships with financial advisors through inbound and outbound communication. Promotes life insurance and financial products, identifies opportunities, achieves activity and sales targets, supports regional business planning and sales events, and maintains daily activity records. The role requires strong relationship-building, financial services knowledge, sales experience, and completion or pursuit of industry credentials such as CFP, CLU, and LLQP.

Develop and execute territory sales strategies to build advisor relationships, promote Beneva products, provide case consultation, deliver presentations and events, report activities via CRM, collaborate with MGA and internal sales teams, maintain licenses/designations, attend training, and travel frequently within the territory.