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Individual Insurance Sales Representative

role at

Stem Capital .

The incumbent will focus on selling individual insurance products to mid‑to‑high net‑worth individuals primarily through face‑to‑face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the target market.

The Sales Representative researches prospects’ financial picture to develop an informed perspective on the prospect and/or client situations and possible needs in order to determine how to best provide service and to use this as a vehicle for selling products which will preserve and grow client wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.

Desired ...