Business Development Executive

The Business Development Executive at IDC WIN is responsible for contributing to the growth of IDC WIN sales by recruiting, managing advisor relationships, assisting advisors with training and development, case development, and case settlement.

ESSENTIAL FUNCTIONS

Business Development

• Assisting IDC WIN advisors with quotes for life/disability/critical illness/long term care/annuities;
• Assisting IDC WIN advisors through case consultation, case development and joint work;
• Working with IDC WIN Operations on underwriting issues and preliminary assessments;
• Recruiting quality advisors to IDC WIN;
• Developing and leading a sales unit of IDC WIN advisors; and
• Conducting annual reviews with select IDC WIN advisors.

Marketing and Education

• Participating in IDC WIN Fast Start Program for new advisors;
• Submitting sal...