Internal Sales Consultant | Fridays Off & ESOP

Sammons Financial Group Inc.; Sioux Falls (SD); Presencial; USD 44.000 - 74.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health coverage

ESOP

401(k) plan

Paid time off

Professional development

Volunteer time off

Friday afternoons off

Descripción de la vacante

Sammons Financial Group in Sioux Falls, SD, seeks a frontline sales support specialist to assist distribution channels with case design, product selection, and sales tools. You will educate agents, consult on resources, and promote Sammons Financial Group products to grow sales.

The role emphasizes outbound calls, onboarding of new agents/MGAs, and collaboration with Sales and Marketing to provide insights and improvements. Strong communication and CRM skills are essential.

Formación

• 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 Microsoft Word, Excel, Access, and PowerPoint
• State Life Insurance license or ability to obtain within 120 Days Preferred

Responsabilidades

• 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 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.
• 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.

Conocimientos

Customer support

Sales support

Communication skills

CRM software

Life insurance knowledge

Educación

Bachelor's Degree

Herramientas

Microsoft Word

Excel

Access

PowerPoint

Descripción del empleo

Sammons Financial Group in Sioux Falls, SD, seeks a frontline sales support specialist to assist distribution channels with case design, product selection, and sales tools. You will educate agents, consult on resources, and promote Sammons Financial Group products to grow sales.

The role emphasizes outbound calls, onboarding of new agents/MGAs, and collaboration with Sales and Marketing to provide insights and improvements. Strong communication and CRM skills are essential.