Insurance Sales Enablement Specialist

Sammons Financial Group Companies

Sioux Falls (SD)

On-site

USD 44,000 - 74,000

Full time

47 hours ago

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Benefits offered by this job

Health coverage for you and family

ESOP & 401(k) participation

Friday afternoons off

Paid time off & holidays

Tuition reimbursement & development

Job summary

Sammons Financial Group in Sioux Falls, SD is seeking a frontline sales support specialist to assist distribution channels including PPGA, Direct, IBD, and MGA Brokerage. You will consult on case design, product selection, and digital sales tools to enable the sales process.

As a subject matter expert, you will educate field staff, track interactions in CRM, and proactively reach out to agents to grow relationships and sales. The role emphasizes service, accuracy, and teamwork.

Qualifications

Bachelor's Degree Preferred
1-2 years' relevant work experience Preferred
Background in life insurance sales or customer service preferred
Proven ability to build and maintain effective internal and external relationships
Complete knowledge of the sales process
Strong time management and organizational skills
Proven ability to work in a fast paced call center environment
Effective written and oral communication skills
Computer Skills including, but not limited to, Microsoft Word, Excel, Access, and PowerPoint
State Life Insurance license or ability to obtain within 120 Days Preferred

Responsibilities

Respond to field calls and inquiries providing education and support on products, marketing and sales materials, sales concepts, product education, advanced illustration support, and other sales enablement resources.
Utilize a consultative approach to recommend appropriate solutions to Agents and/or MGA office staff with case design, product selection, marketing resources, and approved selling tools to capitalize on opportunities to enhance relationships, build customer loyalty, and ultimately grow sales.
Maintain a solutions based mentality when handling incoming calls/e-mails and ensure that each interaction includes the promotion of any applicable company products as well as an attempt to capture additional sales opportunities.
Use online programs to provide technical support and problem solving to resolve field issues related to all sales enablement platforms. Ensure escalated issues are routed to proper departments or vendor for resolution.
Track and document all field interactions in Customer Relationship Management (CRM) system, which provides a holistic view of our agent’s company interactions and their experience. Provide insight and feedback to Sales and Marketing leadership regarding product competitiveness, customer satisfaction, industry trends, and other opportunities to engage the field.
Make proactive outbound telephone calls to agents/advisors to increase product awareness, marketing campaigns and new product launches, and other attempts to strengthen relationships and build brand loyalty with key distribution partners in all channels.
Assist in the onboarding process for newly appointed Agents and MGAs by offering and delivering successful training programs and educational support for new products, services, and programs offered by the company. Participate in outbound call campaigns, virtual sales presentations, and development of recorded video messaging.
Recommend illustration software enhancements based on data obtained from our field force and personal experiences in using company and vendor illustration software platforms.
Responsible for illustration software user acceptance testing and quality assurance. Also provide technical support to the field for questions/issues related to the sales illustration software.
Maintain a working knowledge of competitor products and offerings and understand the key differentiators for Midland National and North American.
Work with managers on ongoing projects, such as conducting presentations on noticeable market trends and brainstorming on ways to redirect product placement in the market for increased sales.
Create and present virtual conference meetings as assigned.
Proactively cross-sell additional Sammons Financial Group Company's products to PPGA producers or MGA’s.
Participate in external meetings and presentations.
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.