Life Insurance Sales Consultant — Field Support & Training

Sammons Financial Group Companies; Sioux Falls (SD); On-site; USD 44,498 - 74,162; Full time

Benefits offered by this job

Health coverage

Friday afternoons off

401(k) enrollment

Employee Stock Ownership Plan (ESOP)

Tuition reimbursement

Professional development

Volunteer time off

Charitable matching

Job summary

Sammons Financial Group is seeking a frontline sales support professional to assist distribution channels including PPGA, Direct, IBD, and MGA. You will educate on case design, product selection, and selling tools while promoting company resources and programs.

The role emphasizes consultative solutions, outbound outreach, and training support for new products and onboarding, with a focus on maintaining strong relationships and driving sales growth.

Qualifications

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

Responsibilities

• 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 Customer Relationship Management (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.

Skills

Customer service

Communication skills

CRM usage

Call center experience

Life insurance knowledge

Education

Bachelor's degree preferred

Tools

MS Office

Job description

Sammons Financial Group is seeking a frontline sales support professional to assist distribution channels including PPGA, Direct, IBD, and MGA. You will educate on case design, product selection, and selling tools while promoting company resources and programs.

The role emphasizes consultative solutions, outbound outreach, and training support for new products and onboarding, with a focus on maintaining strong relationships and driving sales growth.