Sales Support Associate Entry Level Financial Services Sales

DPL Financial Partners; Louisville (KY); On-site; USD 42,000 - 60,000; Full time

Job summary

DPL is seeking an entry-level Sales Support Associate at its Louisville, KY headquarters. You will be mentored by experienced Sales Managers to engage prospects, schedule appointments, and partner with sales consultants. Learn DPL systems, sales model, and carrier products while pursuing required licenses.

This role emphasizes growth within the company, teamwork, and a clear career development path for driven individuals who excel in communication and organization.

Qualifications

• Four-year college degree or equivalent work experience required.
• Strong desire to learn and succeed in a fast-paced role.

Responsibilities

• Articulate DPL products and services to prospects by phone and email.
• Contact new and existing prospects from the leads database.
• Set appointments and inform business customers about DPL offerings.
• Maintain and monitor membership opportunities in Salesforce.
• Support the team by using technology to improve client solutions.
• Collaborate with Sales Consultants and Operations to ensure accurate applications.
• Partner with consultants to enhance territory management and product knowledge.
• Learn DPL systems, sales model, and carrier products.
• Obtain state life and health licenses, SIE, and Series 6 and 63 licensing.

Skills

Excellent work ethic

Clear communication

Phone outreach

Active listening

Team player

Analytical thinking

Quick learner

Rapport building

Organizational skills

Education

Bachelor's degree or equivalent work experience

Job description

Job Title: Sales Support Associate

Work Location: DPL Headquarters, Louisville, Ky, Onsite

Employment Type: Full Time

Reports to: VP, Head of Advisor Engagement

Job Purpose

Sales Support Associate (SSA) is an entry level sales position that involves a clear career development path to grow within DPL for driven and motivated employees. As a SSA, you will be mentored by experienced Sales Managers that will equip you with the resources and tools to successfully engage new and existing prospects, schedule appointments with customers and partner with sales consultants.

Essential Duties and Responsibilities

• Ability to clearly articulate DPL products and services to prospects and clients via phone calls and emails.
• Contact new and existing prospects from established leads database.
• Set appointments and participate in onboarding calls/meetings to inform business to business customers about DPL products and services.
• Maintain and monitor membership opportunities within the Salesforce platform.
• Provide support to your team by using our technology to find better solutions for clients.
• Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications.
• Partner with sales consultants to enhance territory management and product sales knowledge.
• Learn DPL's systems, sales model, and carrier products.
• If you do not already have them, you will be required to obtain state life and health licenses, SIE, and Series 6 and 63 licensing.

Qualifications

• Possess an excellent work ethic and a strong desire to learn and succeed.
• Clear and persuasive communication in both positive and negative situations.
• Comfortable on the phone for periods of time communicating with prospects.
• Be an active listener who seeks clarification if necessary.
• Be a team player who can also work independently.
• The ability to analyze complex and diverse information.
• A quick learner with the ability to apply product and market knowledge effectively.
• The ability to build rapport, establish trust, and ask questions to discover the client's business needs.
• Organize, prioritize, and plan work activities efficiently.
• A four-year college degree or equivalent work experience.

Physical Requirements and Working Conditions

While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.