Insurance Solutions Consultant: Drive Advisor Growth Tampa

J.W. Cole Financial, Inc.; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JW Cole Insurance in Tampa, FL, seeks an Insurance Solutions Consultant to support advisor growth across life insurance, annuity, and LTC products. The role involves proactively engaging financial advisors, identifying sales opportunities, assisting with case design, and guiding submissions to placement, on-site in Tampa.

The ideal candidate will be the primary advisor contact, providing product knowledge, illustrations, sales ideas, and process guidance to help grow the insurance business and

Qualifications

• Proven ability to engage financial advisors in a professional manner.
• Strong communication and consultative sales skills.
• Ability to analyze product features and illustrate options clearly.

Responsibilities

• Serve as an internal insurance resource for advisors on life, annuities, and LTC solutions.
• Proactively reach out to advisors to uncover opportunities and move cases forward.
• Field incoming advisor inquiries regarding products, illustrations, and underwriting requirements.
• Support advisor education campaigns and help grow insurance business.

Skills

Sales-minded

Service-oriented

Relationship-building

Organizational skills

Tools

Microsoft Office Suite

Job description

JW Cole Insurance in Tampa, FL, seeks an Insurance Solutions Consultant to support advisor growth across life insurance, annuity, and LTC products. The role involves proactively engaging financial advisors, identifying sales opportunities, assisting with case design, and guiding submissions to placement, on-site in Tampa.

The ideal candidate will be the primary advisor contact, providing product knowledge, illustrations, sales ideas, and process guidance to help grow the insurance business and