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Financial Sales Specialist
Job DescriptionCoordinate with designated Regional Consultants to run comparable individual life and disability illustrations; working directly with advisors, when appropriate, to discuss and provide the best option for their client(s) needs. Essential functions Run Term, Permanent Life and Disability proposals. Log each request into The Cason Group internal tracking system. As specified by Supervisor, coordinate with Regional Consultants to email advisors each week for quote follow up, policy review & business valuation follow up. Perform annual follow-up on Individual DI, GSI, and multi-life groups for potential benefit update and/or adding new insureds to the plan. Provide In-Force Ledgers t


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