Sales Consultant

Sammons Financial Group Companies; West Des Moines (IA); On-site; USD 42,000 - 70,000; Full time

Job summary

Sammons Financial Group Companies is seeking a Fixed Annuity Sales Support Specialist to assist Midland National and North American agents and distribution partners, driving sales growth and ensuring agent satisfaction.

The role involves handling inbound calls, proactive outbound outreach, product illustrations, and logging opportunities in Salesforce to support field reps in closing business. A collaborative, results-driven approach is essential in our values-based culture.

Qualifications

• Experience supporting fixed annuity sales is a plus.
• Ability to handle multiple inquiries and promote products.
• Strong communication and customer-service skills.

Responsibilities

• Drive and support sales by answering inbound calls from agents and distribution partners.
• Demonstrate a proactive sales focus by recognizing and capitalizing on opportunities during each call.
• Proactively make outbound calls to agents and distributors to promote company products.
• Enter opportunities in Salesforce to aid sales reps in closing business.
• Recruit new agents by entering leads and following current guidelines.
• Collaborate with IT to resolve website registration and technical support questions.
• Build marketing relationships to help achieve sales goals.
• Share feedback on products, processes and service levels with team and leadership.
• Maintain positive image of team and company; lead by Sammons First.
• Aim to meet daily call goals of 95% or higher.

Skills

Sales support

Outbound calls

Inbound calls

Team collaboration

Customer service

Tools

Salesforce

Job description

What You Can Expect In This Role

Drive sales by providing fixed annuity sales support expertise to existing and new agents and distribution partners of both Midland National and North American. Support efforts to increase overall effectiveness and efficiency of the sales support team in order to increase sales and overall bottom line results for the Company. Work collaboratively with internal departments to fulfill agent needs and requests. Drive sales through proactive outbound call initiatives, as queues allow. Primary goals should be to drive sales and offer complete agent satisfaction.

What You Can Expect In This Role

Drive sales by providing fixed annuity sales support expertise to existing and new agents and distribution partners of both Midland National and North American. Support efforts to increase overall effectiveness and efficiency of the sales support team in order to increase sales and overall bottom line results for the Company. Work collaboratively with internal departments to fulfill agent needs and requests. Drive sales through proactive outbound call initiatives, as queues allow. Primary goals should be to drive sales and offer complete agent satisfaction.

What You'll Do In This Role

• Drive and support sales by answering inbound calls from agents and distribution partners assisting with running product illustrations, ordering supplies, education of product offerings and promotions as well as other inquiries and requests.
• Demonstrate a proactive sales focus by recognizing and capitalizing on sales opportunities during each call.
• Proactively make outbound calls to agents and distributors, promoting company products and driving sales, as inbound call volumes allow.
• Partner with sales development teams by recognizing and entering opportunities in salesforce so sales reps can follow-up with agents’/distribution partners in an attempt to close the sale and drive additional business.
• Enter and work new leads, as per current guidelines, to recruit new agents to company in an effort to hit sales growth goals.
• Assist the field with website registration, navigation and technical support questions. Work with Information Technology to find resolutions, as needed.
• Establish and cultivate marketing relationships with agents and distribution partners in an effort to help the company achieve sales goals.
• Actively participate in an energetic, supportive team environment to meet and exceed assigned goals in a high performance culture.
• Maintain and promote a positive image of the team, department and company. Lead by example, using a “Sammons First” approach.
• Collaborate with team and sales leaders to share new ideas and suggestions with regards to products, processes and service levels. Share vital feedback about the company’s overall sales and service environment as well as what we’re hearing from the field regarding competitive marketplace.
• Establish and cultivate sales relationships with agents and distribution partners in an effort to help the company meet and exceed its recruiting and production goals.
• Proactively increase knowledge of fixed annuity industry and competitor offerings.
• Diligently strive to meet daily call goals set by department manager. Expectation is to achieve daily call goals at 95% or greater.
• Ample opportunity to make a difference in a unique values-based culture.
• 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