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:

  • Generate leads, through personal and business contacts, for the sale of life insurance, long term disability, long term care, and other products to affluent individuals, families, business owners, and/or corporations
  • Identify client needs and collaborate with the pre-sale, underwriting and post-sale resources at Rose Street Advisors while managing potential cases through marketing, research, analysis, and delivery of client presentations
  • Manage new cases through new business/underwriting and policy delivery
  • Manage ongoing relationships with client advisors through periodic communications and meetings
  • Identify new sales opportunities through the annual review process
  • Participate in industry meetings to stay abreast of current trends and products in order to identify new sales opportunities and strategies
  • Maintain system to monitor sales activities on a weekly basis, including initial calls to potential clients, advisors, existing clients, and other sources of referrals and leads or new business opportunities generated from the activities


The Candidate


  • Undergraduate degree is required and it is more than likely that the candidate will possess an advanced business, accounting or legal degree
  • Appropriate licenses: Life and Health Insurance and FINRA (Series 6 or 7)
  • A professional designation is required to be obtained within two years of employment. Acceptable designations include CLU, ChFC of CFP


Professional/Personal Qualifications

To perform the role successfully, an individual should be able to demonstrate the following competencies or experiences:

  • Fits the values and culture (open, transparent) and enjoys collaborating with a dedicated team of professionals
  • Seven to ten years of successful experience in sales and marketing of financial products, including a demonstrated history of sales and the acquisition of new clients
  • Experience and success with Life Insurance and Estate Planning, and other insurance plans acquired by affluent individuals, families, business owners, and corporations
  • Proven ability to originate, develop and manage relationships with advisors and key decision makers for high net worth individuals and an established solid network of high-level contacts and centers of influence within the target markets and in the local community
  • Experience with a broad spectrum of financial services products, including individual life, disability, long term care insurance, and investment products
  • Deep technical knowledge of tax, legal, and regulatory environment
  • Excellent business acumen with a solid understanding of client relationship management and business development
  • A self starter who needs little or no direction and who would enjoy working in a highly professional, entrepreneurial culture with minimal bureaucracy and high levels of collaboration
  • A client-centric person who is able to understand client needs and work with the resources of the company to implement creative solutions to maximize growth
  • Strong marketing, sales, and negotiation skills that demonstrate leadership, commanding presence, and persuasive ability
  • Excellent communications skills, written and verbal, both internally and externally. Effective in a variety of presentation settings, one-on-one, and small and large groups. Congenial, yet highly professional in style and demeanor
  • High degree of ethics, integrity and discretion throughout all aspects of the business

CONFIDENTIAL CONTACT: Terry M. Clarke TMCSearch Associates Chicago, IL (312) 735-6220; tmcsearch@gmail.com