The primary focus of the position is building relationships while generating sales of life insurance products and services offered by Rose Street Advisors. He/she will also manage ongoing relationships with trusted advisors. The Marketing Representative will maintain knowledge and expertise of accounting, legal and tax issues and their impact on existing and future business while participating in industry meetings to maintain contemporary knowledge of current trends.
More specifically, the responsibilities will include:
To perform the role successfully, an individual should be able to demonstrate the following competencies or experiences: