Saybrus - Internal Sales Consultant

Amerilife Group, LLC; Connecticut; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Amerilife Group, LLC is looking for an experienced individual to support their Saybrus distribution segment. The role involves managing assigned regions and accounts while providing conceptual sales support and training to financial advisors.

Candidates should have over 3 years of experience in financial services sales, focusing on life insurance products. Knowledge of Salesforce.com and a Bachelor’s degree are required. This is a remote nationwide position offering a comprehensive benefits package.

Qualifications

• 3+ years of success in financial services sales focused on life insurance.
• Extensive knowledge of life insurance products and their applications.
• Experience using Salesforce.com to log advisor data.

Responsibilities

• Support Saybrus distribution segment by managing assigned region(s) and accounts.
• Provide sales concepts and conduct policy reviews of existing contracts.
• Educate financial advisers on different life insurance products.

Skills

Excellent communication skills

Goal-oriented

Financial services sales

Knowledge of life insurance products

Education

Bachelor's degree

Advanced degrees or designations (CLU, ChFC, CFP)

Tools

Salesforce.com

Job description

Job Summary

Support Saybrus distribution segment by proactively managing assigned region(s), account(s) and the wholesalers in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships. Provide conceptual sales support and training on insurance concepts being marketed to advisors.

Duties and Responsibilities

• Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives; including carrier selection, premium funding patterns, & merge client needs into case design.
• Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
• Conduct policy review of existing contracts, analyze coverage, and provide a technical summary.
• Consult with wholesaler and financial advisors to determine if current policy meets client needs.
• Proactively contact financial advisers on illustration requests, follow up to set up wholesaler point of sale opportunities.
• Establish credible relationships with branch office staff and financial advisers; provide immediate support on complex matters without direction.
• Educate branch office staff and financial advisers on the advantages and disadvantages of different life insurance products.
• Identify new opportunities to increase sales to meet organizational goals.
• Determine when a case needs escalation to management.
• Act as liaison between key clients and internal teams, assisting the wholesaler and/or financial advisor in implementing solutions and proactively resolving any issues and inquiries.
• Serve as primary point of contact for proper completion of applications and forms; provide software support.
• Research, summarize and provide competitive information and positioning for specified products.
• Identify and analyze market trends and provide recommendations for sales growth.
• Consult on case design and concepts for wholesalers and advisors.

Knowledge, Skills and Abilities

• Goal‑oriented, self‑starter possessing excellent communication skills.
• 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance.
• Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred.
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
• Experience using Salesforce.com to log advisor data, activity, and other pertinent information.
• Series 6 or 7, Series 63, and appropriate life insurance licenses.

Location

Remote Nationwide

Benefits

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.