Develop and execute territory sales strategies to build advisor relationships, promote Beneva products, provide case consultation, deliver presentations and events, report activities via CRM, collaborate with MGA and internal sales teams, maintain licenses/designations, attend training, and travel frequently within the territory.

Build and maintain relationships with independent advisors to grow Beneva's insurance and investment sales. Develop territory sales strategies, deliver presentations, provide case consultation, coordinate with MGA offices and internal teams, report via CRM, attend events and trainings, and maintain required licenses and professional credentials.