Internal Sales Consultant

Saybrus Partners; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Saybrus Partners is hiring for a regional sales support role in the life insurance space. You will proactively manage assigned regions and wholesalers to achieve regional and company sales goals, initiate marketing campaigns, and maintain relationships with advisors.

Responsibilities include creating proposals, providing illustrations, reviewing policies, and educating staff on product advantages. A strong background in financial services sales and life insurance is required, with Salesforce

Qualifications

• 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance.
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred.
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
• Experience in using Salesforce.com to log advisor data, activity, and other pertinent information.

Responsibilities

• Independently compare and evaluate insurance products to create appropriate proposals and present alternatives.
• Provide sales concepts including illustrations and presentations using carrier and product analysis.
• Responsible for conducting policy review and analyzing coverage with a technical summary.
• Consult with wholesalers and financial advisors to determine if current policy meets client needs.
• Proactively contact financial advisers on illustration requests and set up wholesaler opportunities.
• Educate branch staff and advisors on advantages and disadvantages of different life insurance products.
• Identify new opportunities to increase sales to meet organizational goals.
• Act as liaison between key clients and internal teams to implement solutions.

Skills

Financial services sales

Life insurance knowledge

Sales experience

Series 6/7/63 licenses

Education

Bachelor's degree

CLU/ChFC/CFP designations

Tools

Salesforce.com

Job description

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time.

Job Summary

Support Saybrus distribution segment by proactively managing assigned region(s), account(s) and the wholesalers in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships. Provide conceptual sales support and training on insurance concepts being marked to advisors.

Job Description

Duties and Responsibilities

• Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives; including:
• Merge client need to case design
• Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
• Responsible for conducting policy review of existing contracts, analyzing the coverage, and providing a technical summary.
• Consult with wholesaler and financial advisors to determine if current policy meets client needs
• Proactive, self-directed contact to financial advisers on illustration requests; follow up to set up wholesaler point of sale opportunities.
• Establish credible relationships with branch office staff and financial adviser and be able to provide immediate support on complex matters without direction.
• Educate branch office staff and financial advisors on the advantages and disadvantages of different life insurance products.
• Identify new opportunities to increase sales to meet the goals of the organization
• Determine when case needs escalation to management.
• Act as the liaison between key clients and internal teams, assist the wholesaler and/or the financial advisor in implementing solutions and pro-actively resolve any issues and inquiries;
• Serve as primary point of contact in the proper completion of applications and forms and provide software support.
• Independently research, summarize and provide competitive information and competitive positioning for specified products.
• Identify and analyze market trends and provide recommendations for sales growth.
• Consult on case design and concepts for wholesalers and advisors.
• Software support
• Works independently on assigned projects; operates with considerable latitude for un-reviewed action or decision.
• Understands interdependences of deadlines on multiple projects and acts to preserve integrity of others’ deadlines.
• Perform other duties as assigned

Knowledge, Skills and Abilities

• 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance;
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred;
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning;
• Experience in using Salesforce.com to log advisor data, activity, and other pertinent information.
• Series 6 or 7, Series 63, and appropriate life insurance licenses.