Supervisor of New Business Team and Case Design Team

New Agent On-Boarding:

Sarah is available to review resources on FHC's website that will enable agents to start right away. Resources include: how to request quotes and illustrations, how to use the term quote engine/iSolve, E-apps/drop ticket process, how to check pending cases and carrier appointments, and more. She can connect directly with an agent or present to a larger group. She will also assist with providing product and carrier resources. 

Case Design: 

As a member of the case design team, Sarah provides agents with Life, LTC, and DI quotes and illustrations. In addition, Sarah can provide carrier and production resources. 

Other: 

Organizes and provides FHC® new hire training. Assist in email distribution, webinar creation, general marketing, and training materials. 

Job Description:

• Sales & Support
• Case Design for Life Insurance, Annuities, LTC & DI
• Facilitate FHC webinars
• Provide training and set up: Website, Instat, E-Apps, & Treeno
• FHC email distribution
• SmartOffice resource
• Media designs