Inbound Financial Sales Representative

Group 1001; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K with company match

Employee Assistance Program

Wellness programs

Job summary

Group 1001 is seeking an Inbound Sales Representative to build advisor relationships and help meet sales goals. This consultative, phone-based role responds to agent inquiries and provides product information, illustrations, and literature requests. Training will develop expertise to support advisors and maintain strong brand integrity.

You will log activities in Salesforce, collaborate with wholesalers and marketing, and identify cross-sell opportunities while delivering excellent service.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2+ years in sales, marketing or customer service in financial services.
• Licensing knowledge a plus; FINRA Series 6/63 and State Life & Health licenses preferred or obtained within 4 months.
• Strong oral and written communication.
• Ability to work independently and remotely on phone and virtual relationships.
• Experience with CRM and sales funnels.

Responsibilities

• Be first line of client facing contacts on inbound calls.
• Provide product and illustration sales support.
• Handle inbound broker inquiries and respond to requests.
• Generate illustrations and webinars from calls.
• Document activity in CRM (Salesforce) and support campaigns.
• Collaborate with home office departments and meet sales goals.

Skills

Phone sales

CRM knowledge

Communication

Cross selling

Active listening

Sales analytics

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters

As the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker inquiries received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.

How You'll Contribute

• First line of client facing contacts on incoming calls, phone sales and support
• Provides product and illustration sales support
• Fields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls
• Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
• Generate illustrations and webinars from the incoming calls
• Assists and participates with DLM’s marketing campaigns follow through in support of external and internal wholesalers
• Resolves client concerns
• Responds to voicemail/email broker requests
• Fulfills literature requests
• Participates in team meetings and training programs
• Identifies client situation and present options available
• Maintains integrity of broker database
• Demonstrates knowledge of Delaware Life's products
• Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
• Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
• Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
• Productively work together and collaborate with other home office departments
• Demonstrate excellent listening skills to better assess an advisor’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products
• Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
• Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors
• Other duties as assigned

What We're Looking For

• Bachelor’s degree or equivalent experience
• At least 2 years of sales, marketing or customer service experience in the financial services industry preferred
• Education, experience and/or proficiency in Customer Service or Sales
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Strong knowledge of annuity, insurance or investment products is a plus
• Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire
• Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
• Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
• Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
• Working knowledge of Microsoft office tools; experience with Salesforce a plus
• Organizational, communication (verbal and written)
• Problem solving, mathematical, statistical, and analytical
• Strong interpersonal, telephone and presentation skills
• Ability to adapt quickly to change and consistently demonstrate strong attention to detail

Benefits Highlights

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.