
51 - 200 employees
💼 Consulting
🏥 Healthcare
🛡️ Insurance
Consulting • Healthcare • Insurance
Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.
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51 - 200 employees
💼 Consulting
🏥 Healthcare
🛡️ Insurance
Consulting • Healthcare • Insurance
Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.
• Achieve or exceed sales objectives established by Saybrus Institutional Annuity Management • Support assigned national and local accounts through representative appointments, educational group sessions and conferences • Promote annuity portfolios to bank and broker-dealer representatives • Provide case and product design support, fact-finding and discovery • Train representatives on annuity products, features and sales ideas • Assist representatives with the new business process • Develop and implement an activity plan maximizing field contacts within assigned territory and relationships • Maintain accurate records of sales calls, cases opened, actions taken and other pertinent data • Monitor actual sales results, compare results to forecasts and adjust plans as needed with the Regional Sales Manager at least quarterly • Leverage and coordinate regional and Home Office resources • Use Salesforce.com daily to log advisor data, activity data and other pertinent information • Support Saybrus and annuity manufacturers at industry functions • Establish and maintain strategic national, regional and local relationships • Manage a specific Travel & Expense budget • Partner with internal wholesale support • Adhere to compliance requirements and standards
• Strong working understanding of and solid relationships within bank and broker-dealer channels • Working knowledge of fixed, MYGA, VA, FIA and RILA annuities • Understanding of how FIAs are incorporated into a client’s portfolio • Ability to explain product-line fit within an overall solutions-based plan • Broad and comprehensive knowledge of products sold by registered representatives • Understanding of and ability to explain the sales process • Excellent oral and written communication skills • Excellent presentation skills, including face-to-face meetings, webinars and larger audiences • Ability to work effectively with little daily supervision; self-starting, organized and goal/results oriented • FINRA Series 6 or 7, or ability to obtain within 90 days of hire • Appropriate state life and annuity insurance licenses • Current Life Insurance License (Life and Variable Lines) • Pertinent industry designations are a plus • Proficiency with relevant technology, including laptop computers and PowerPoint • Approximately 5 years of wholesaling experience in the bank and broker/dealer space • Daily use of Salesforce.com is mandatory • Employment offer contingent upon successful background screening
• Salaries, incentive awards and comprehensive benefits based on individual and company performance • PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance
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