Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.

**Essential Duties and Responsibilities**

+ Partner with senior Consultants to grow insurance sales.
+ Engage financial advisors via phone and email to promote solutions.
+ Assist with case prep, illustrations, and proposal creation.
+ Support marketing campaigns and follow-up communications.
+ Respond to advisor inquiries and provide product support.
+ Contribute to team initiatives and special projects as needed.

**Knowledge, Skills, and Abilities**

**Knowledge of**

+ Insurance products and distribution channels.
+ Internal sales processes and CRM tools.
+ Financial advisor workflows and client needs.

**Skill in**

+ Communicating clearly and persuasively with advisors.
+ Managing multiple...