Inside Sales Pro – Annuity Solutions (Hybrid Denver)

Oceanview Life and Annuity; Denver (CO); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Oceanview Life and Annuity Company in Denver, CO is hiring an Internal Sales Associate to drive sales by proactively marketing fixed and fixed indexed annuities. The role is on-site in Denver with a hybrid model (3 days in the office) and involves developing new agent leads and nurturing distribution relationships.

The ideal candidate will have a Bachelor's degree, experience in financial services, and proficiency with Salesforce and Microsoft Office.

Qualifications

• Bachelor's Degree preferred.
• Experience in Financial Services is a plus.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and Salesforce.
• Ability to communicate clearly and concisely, both oral and written.
• Attention to detail to ensure the accuracy of reports, correspondence, and database.
• Ability to handle multiple projects and adapt to an ever-changing environment.

Responsibilities

• Establish and maintain an ongoing relationship with Agents to increase the company's annuity market share in the region.
• Conduct proactive outbound calls to new and existing producers and handle inbound calls on sales/service topics (minimum 55 calls per day).
• Create and update illustrations as requested by Agents and staff.
• Document all proactive activity and inbound inquiries in the CRM system (Salesforce).
• Participate in the development and execution of the territory business plan.
• Act as subject matter expert for the annuity solutions offered by Oceanview Life and Annuity Company (OVLAC).
• Collaborate with home office departments and managers to service relationships effectively.
• Assess client needs and determine appropriate sales support to add value to products and services.
• Keep management informed of concerns to achieve goals and training needs.

Skills

Communication skills

Attention to detail

Multi-tasking

Team player

Education

Bachelor's Degree

Tools

Microsoft Office

Salesforce

Job description

Oceanview Life and Annuity Company in Denver, CO is hiring an Internal Sales Associate to drive sales by proactively marketing fixed and fixed indexed annuities. The role is on-site in Denver with a hybrid model (3 days in the office) and involves developing new agent leads and nurturing distribution relationships.

The ideal candidate will have a Bachelor's degree, experience in financial services, and proficiency with Salesforce and Microsoft Office.