Posted:
12/18/2024, 4:40:00 AM
Location(s):
Florida, United States ⋅ Miami, Florida, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Workplace Type:
On-site
USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.
USA Job Function Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
The Life Insurance Advisor is responsible for identifying opportunities, developing customized solutions, and selling life insurance products to high-net-worth (HNW) individuals, primarily in the Latin American market. This position involves working closely with BSI Financial Advisors and Bankers to design financial strategies that align with the client's financial goals, risk tolerance, and insurance needs. The Life Insurance Advisor provides end-to-end support to clients throughout the entire insurance application process. The individual possesses strong knowledge of the insurance industry and demonstrated experience in selling insurance products to HNW and UHNW in the Latin American Market.
The Life Insurance Advisor participates in special projects, as requested by immediate supervisor.
The Life Insurance Advisor reports to the Market Director, Investments.
Bilingual English/Spanish Preferred
Essential Functions/Responsibility Statements:
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience: Business, Finance, Accounting or equivalent field. Req
Master's Degree, CFP, CLU, CHLU, CHFC, or equivalent field. Pref
Licenses and Certifications:
Florida 2-15 Life, Health and Variable Annuities Agent license. Req
Series 7 Pref
Series 66 Pref
Work Experience:
6+ Years Experience in Financial Services, Investment Consultancy/Guidance, Financial Consulting, or related experience. Req
Skills and Abilities:
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Duties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc.; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Minimum:
Maximum:
Website: https://www.santanderbank.com/
Headquarter Location: Boston, Massachusetts, United States
Employee Count: 5001-10000
Year Founded: 2013
IPO Status: Private
Last Funding Type: Debt Financing
Industries: Banking ⋅ Finance ⋅ Financial Services