Internal Sales & Relationship Support

Revol One Financial; Urbandale (IA); On-site; USD 52,000 - 78,000; Full time

Job summary

Revol One Financial is seeking an Internal Sales & Relationship Support to build and manage a scalable distribution network for its new insurance platform. You will cultivate relationships with financial professionals and agencies, present product strategies, and work closely with leadership to drive growth.

The role blends strategic planning with hands-on outreach, requiring relationship-building, CRM proficiency, and a collaborative, fast-paced startup culture in Urbandale, IA.

Qualifications

• Active prospecting with financial professionals and agents in assigned territory.
• Ability to present Revol One Financial story and differentiation to partners and customers.
• Willingness to operate in a startup environment and drive growth.

Responsibilities

• Pursues and cultivates business relationships and partnerships through networks.
• Conducts proactive telephone presentations to financial professionals highlighting Revol One Financial products and value proposition.
• Identifies and executes opportunities to use Revol One Financial product strategy to help financial professionals and firms grow their business.
• Apply marketing and distribution plan/strategy that aligns with overall business plans and emphasizes differentiators.
• Identify and acquire new business relationships across traditional insurance distribution channels.
• Roll up sleeves, spend time on calls, and work independently in ambiguous environments.
• Be the voice of distribution to internal teams and management.
• Partner with internal and external sales teams to provide best-in-class service.
• Proactively handle all inbound sales calls from agents and IMO distribution relationships.
• Listen, document appropriately and navigate a new CRM system.
• Be a team player who contributes and has fun.

Skills

Prospecting

Relationship building

Communication

Time management

Organizational skills

Team player

Ethics & integrity

Starter mindset

CRM navigation

Education

State life insurance licenses recommended

Tools

CRM system

Job description

Company Introduction

At Revol One Financial®, we offer a unique and exciting opportunity to be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Internal Sales & Relationship Support of Revol One Insurance, you will have the chance to mold & shape acritical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission

is to revolution how people feel, think and experience retirement solutions.

Our Core Values

• Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.
• Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.
• Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.
• Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.
• Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.
• We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Internal Sales & Relationship Support

Reporting to the CDO, the Internal Sales & Relationship Support candidate must have a strong understanding of insurance distribution channels and the passion and desire to develop, implement and support Sales & Distribution strategies. As a startup, it is essential to establish scalability in different areas of the distribution such as developing and optimizing the distribution and sales goals/objective. Must be able to present the Revol One Financial Story Differentiating Strategy in a developed marketplace. Co-pilot, partner, and strategic advisor to the CDO of the organization providing key insight and advising on potential outcomes and growth opportunities helping to drive enterprise value. This role is both strategic and tactical, requiring a willingness to dive into the weeds and work hard to deliver for the distribution partners, customers and team members. The candidate will have established relationships with owners, principals, and executives of some of the industry’s largest and most well-respected organizations, firms, and agencies. This candidate will have a history of actively prospecting distribution partners and building win-win partnerships with IMO and agency relationships.

Major Duties & Responsibilities

• Pursues and cultivates business relationships and partnerships through various networks.
• Conducts proactive telephone presentations to financial professionals highlighting Revol One Financial products and value proposition.
• Identifies and executes opportunities to use Revol One Financial product strategy to help financial professionals and firms grow their business.
• Apply marketing and distribution plan/strategy that aligns with overall business plans and emphasizes the differentiators in the marketplace.
• Identify and acquire new business relationships across traditional insurance distribution channels while carving out the niche for Revol One Financial.
• Must be able to roll up sleeves, spending large amounts of time and building relationships on the phone with, willingness to sweep the floors and work independently and in ambiguous environments.
• Be an extension of the voice of the distribution and customer to internal team members and executive management.
• Partner and collaborate with the internal and external sales teams and service and operations teams to provide best-in class service.
• Proactively handle all inbound sales calls from agents and IMO distribution relationships.
• Ability to listen, document appropriately and navigate a new, developing CRM system.
• No ego and be flexible working in a team environment where everyone contributes.
• Must be willing to have fun.

Skills, Experience & Qualifications

• 3-5 years’ experience with service and/or internal wholesaling preferred.
• Embraces the opportunity to actively prospect and develop relationships with financial advisors and agents within assigned territory.
• High moral and ethical standards are required.
• Must be well organized, efficient, decisive, and ability to articulate with all levels of the organization.
• Strong organizational and time management skills with ability to support multiple requests.
• Ability to navigate change.
• State life insurance licenses recommended.
• Communicating company vision and aspirational; especially in startup environment.
• Delivers initiative-taking business partnership and serves as role model for other functions in ethics, transparency, quality, and innovation.
• Creative and outside the box thinker with proactive sales and marketing solutions.
• Collaborative team player who is open-minded, strong work ethic, coachable and loves to have fun.
• Communication, collaborator, and reporter of value (internal and external reporting).
• Desire and intellectual curiosity to understand sustainability, innovation, and technology changes within the insurance industry.

Salary & Incentive Compensation Will Commensurate With Experience.

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.