Sales Desk Associate — Life & Annuity Support & Growth

National Life Group; Montpelier (VT); Sur place; USD 29 000 - 43 000; Plein temps

Avantages offerts par ce poste

Benefits on day one

401(k) eligibility

Paid time off

Résumé du poste

National Life Group is seeking to bolster its Sales Desk with energetic professionals who support an external wholesaler, promote life and annuity products through webinars and calls, and manage inbound and outbound activities. You will present to audiences, build relationships with agents, and log all activity in Salesforce.com.

This role offers growth and a pathway to leadership within a fast-growing company.

Qualifications

• 1–3 years financial services experience preferred.
• 3+ years successful sales experience preferred.
• Strong presentation and communication skills.
• Ability to adapt to audience interests and build relationships via phone and in person.
• Up to 10% travel required.

Responsabilités

• Provide sales support for an external wholesaler (Field Leader).
• Promote Life and Annuity products through webinars and inbound/outbound calls.
• Manage inbound calls and outbound campaigns.
• Demonstrate sales skills and cross-selling with agents.
• Capture activity and agent data in Salesforce.com.

Connaissances

Sales experience

Presentation skills

Communication skills

Interpersonal flexibility

Travel up to 10%

Formation

Bachelor’s degree

Life and Health Licensed

CLU/ChFC/CFP designations

Outils

Life/annuity illustration software

Description du poste

National Life Group is seeking to bolster its Sales Desk with energetic professionals who support an external wholesaler, promote life and annuity products through webinars and calls, and manage inbound and outbound activities. You will present to audiences, build relationships with agents, and log all activity in Salesforce.com.

This role offers growth and a pathway to leadership within a fast-growing company.