BENJAMIN CLARK

Schedule case consultations with advisors to be able to effectively communicate risk products to their clients.

Participate in network office trainings to develop product knowledge and sales skills to both early and late-career advisors.

Analyze and present data to network office leadership and their advisors to uncover sales opportunities and future areas of development.

Work cross-functionally to help guide company sales initiatives and materials.

Build lasting relationships with advisors that is beneficial to the long-term success of their financial practice.

Sales Consultant of The Year 2025

• Work with The Field to educate, train and provide sales support on complex life, disability, and group insurance topics.
• Interact with representatives and their staff through inbound phone calls and video conferences to aid in the creation of effective insurance solutions for our clientele.
• Provide mentoring to help mold advisor’s practices and help integrate effective sales practices.
• Participate in small project efforts as a SME to provide information, requirements and/or analysis to guide the decision-making process.
• Work cross-functionally with business partners across CD and other functions to drive field planning adoption.
• (Home office)

• Schedule and direct weekly meetings with multiple representatives to discuss current open cases and overall outlook.
• Create/provide all requested material needed to accurately show the long-term effectiveness of financial planning; Including retirement projections, insurance needs, life and disability ledgers, fund prospectuses, and required disclosure documents.
• Communicate daily with clients to accelerate the application and underwriting process, efficiently transfer and rollover funds, and leave the client with an overall pleasant and professional impression.
• Implement programs and software in the sales cycle of my team.
• Aid in the process of opening qualified and non-qualified accounts based on suitability requirements and investor profiles.
• (Field office)