Internal Sales Specialist

Vserv Infosystems Private Limited; Denver (CO); Hybrid; USD 63.000 - 77.000; Vollzeit

Zusammenfassung

Vserv Infosystems Private Limited in Denver, CO is hiring an Internal Sales Specialist to drive growth in annuity sales. This hybrid role focuses on developing agent leads and managing relationships across distribution channels to expand market share.

You will conduct outbound calls, create illustrations, and document activities in Salesforce, while collaborating with home-office teams to deliver exceptional support and meet regional goals.

Qualifikationen

• Bachelor's degree preferred.
• Experience in Financial Services is a plus.
• Strong desire to contribute to team success.
• Proficient in Microsoft Office Suite and Salesforce.

Aufgaben

• Establish and maintain ongoing relationships with Agents to grow annuity business.
• Perform proactive outbound calls to new and existing producers.
• Create and update client illustrations as requested.
• Document activities in Salesforce and manage tasks.
• Support territory business plan development and execution.
• Serve as subject-matter expert for annuity solutions.
• Coordinate with home office and other departments to service relationships.
• Communicate needs and training gaps to improve performance.
• Handle multiple projects in a dynamic environment.
• Perform other duties as assigned.

Kenntnisse

Communication

Lead generation

Multitasking

Attention to detail

Team collaboration

Verbal and written communication

Ausbildung

Bachelor's degree

Tools

Salesforce

Microsoft Office

Jobbeschreibung

• Employment Type: [Full-Time]
• Location: [Hybrid : Denver, CO (Tue-Thu onsite)] Zip Code : 80202
• Salary : $70K + Annual Bonus

Our client is hiring an Internal Sales Specialist to join their growing team.

• The ideal candidate will be responsible for driving sales by proactively and reactively marketing the organization as a premier provider of fixed and fixed indexed annuities.
• This is accomplished by developing new agent leads and cultivating existing relationships within our distribution channels.
• This position will be hybrid in their Denver, CO office.

Responsibilities

• Establish and maintain an ongoing relationship with Agents, with the common goal of increasing the company's share of annuity business within an assigned region.
• Conduct proactive outbound calls to new and existing producers and field inbound calls on a range of sales/service topics.
• Create and update illustrations as requested by Agents and staff.
• Document all proactive activity and inbound inquiries in the CRM system (Salesforce), i.e., thank you calls, tasks lists, call campaigns, etc.
• Participate actively in the development and successful execution of the territory business plan.
• Act as subject matter expert for the annuity solutions offered.
• Articulate competitive product positioning opportunities and threats to distribution.
• Productively work with other home office departments, managers, and internal associates to effectively service relationships.
• Demonstrate excellent listening skills to assess needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service, and sales support delivered.
• Keep management informed of any concerns for meeting set goals, clarifying duties, and training development needs that result in greater performance and personal growth.
• Perform other job-related duties as assigned.

Qualifications

• Bachelor's Degree preferred.
• Experience in the Financial Services industry is a plus.
• A strong desire to be a contributor to the success of a team.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems (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.
• Exceptional verbal and written communication abilities