Internal Sales Specialist

Vserv Infosystems Private Limited; Denver (CO); On-site; USD 60,000 - 95,000; Full time

Job summary

Vserv Infosystems Private Limited, Denver-based, is seeking an Internal Sales Specialist to drive sales of fixed and fixed indexed annuities by developing new agent leads and cultivating existing distribution channels.

The role focuses on proactive outbound calling, activity logging in Salesforce, and collaborating with internal teams to execute the territory plan and provide expert product support to agents.

Qualifications

• Bachelor’s degree preferred.
• Experience in the financial services industry is a plus.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Experience with Salesforce CRM.
• Strong communication and writing skills.
• Attention to detail and ability to manage multiple projects.
• Team-oriented with adaptability.

Responsibilities

• Establish and maintain relationships with Agents to grow annuity business in assigned region.
• Conduct proactive outbound calls to new and existing producers and handle inbound inquiries.
• Create and update illustrations for Agents and staff.
• Document proactive activity in the CRM system (Salesforce).
• Contribute to territory business plan development and execution.
• Serve as subject matter expert on annuity solutions.
• Collaborate with home office departments and internal teams to service relationships.
• Identify training and development needs and report concerns.

Skills

Communication skills

Team collaboration

Attention to detail

Multi-tasking

Verbal and written communication

Education

Bachelor’s Degree preferred

Tools

Microsoft Office Suite

Salesforce CRM

Job description

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 will be accomplished by developing new agent leads and cultivating existing relationships within the organization’s distribution channels.

Responsibilities

• Establish and maintain ongoing relationships 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 handle inbound calls covering a range of sales and service topics.
• Create and update illustrations as requested by Agents and staff.
• Document all proactive activity and inbound inquiries in the CRM system (Salesforce), including thank-you calls, task lists, call campaigns, and other activities.
• Participate actively in the development and successful execution of the territory business plan.
• Act as a subject matter expert on the annuity solutions offered.
• Articulate competitive product positioning opportunities and threats to distribution.
• Work productively with other home office departments, managers, and internal associates to effectively service relationships.
• Demonstrate excellent listening skills to assess needs and determine the appropriate type of sales support necessary to accomplish objectives, adding value through products, service, and sales support.
• Keep management informed of any concerns related to meeting established goals, clarifying duties, and identifying training and development needs that contribute to 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.
• Strong desire to contribute to the success of a team.
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Experience with the Internet and contact management/CRM systems, particularly Salesforce.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Strong attention to detail to ensure accuracy in reports, correspondence, and database management.
• Ability to manage multiple projects and adapt to an ever-changing environment.
• Exceptional verbal and written communication skills.