Processes agent appointments and terminations within timeframes set in Enterprise Licensing department (ELD) quality and service standards across all Western & Southern Financial Group (W&SFG) entities. Front-line processing associate responsible for executing transactions. Responds to customer (internal and external) inquiries within established timeframes. Assists agents with first-time resident and non-resident licensing. Corresponds with home office personnel, field agents, financial institutions, broker/dealers and independent agents. Works with moderate supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Responsible for managing the product backlog and execution on behalf of business units in coordination with IT and other Shared Services departments. Contributes to developing the product capabilities roadmap supporting the Enterprise strategy. Serves on the Product Team in the Product Owner role as the business subject matter expert for the product. Partners with product team associates and business units on the prioritization and execution of initiatives ensuring business goals are realized through features and functionality of the product. Supports other related digital activity. Collaborates with internal teams, clients and developers throughout the development lifecycle and assists in driving initiatives from concept to launch and beyond. Communicates with all...

Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.

Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA's and IMO's. Provides a broad range of sales and marketing support to PPGA's and IMO's. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services,...

Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and...