Strategic Internal Sales & Partnerships Lead

Revol One Financial; Urbandale (IA); On-site; USD 52,000 - 78,000; Full time

Job summary

Revol One Financial is seeking an Internal Sales & Relationship Support to build and manage a scalable distribution network for its new insurance platform. You will cultivate relationships with financial professionals and agencies, present product strategies, and work closely with leadership to drive growth.

The role blends strategic planning with hands-on outreach, requiring relationship-building, CRM proficiency, and a collaborative, fast-paced startup culture in Urbandale, IA.

Qualifications

• Active prospecting with financial professionals and agents in assigned territory.
• Ability to present Revol One Financial story and differentiation to partners and customers.
• Willingness to operate in a startup environment and drive growth.

Responsibilities

• Pursues and cultivates business relationships and partnerships through networks.
• Conducts proactive telephone presentations to financial professionals highlighting Revol One Financial products and value proposition.
• Identifies and executes opportunities to use Revol One Financial product strategy to help financial professionals and firms grow their business.
• Apply marketing and distribution plan/strategy that aligns with overall business plans and emphasizes differentiators.
• Identify and acquire new business relationships across traditional insurance distribution channels.
• Roll up sleeves, spend time on calls, and work independently in ambiguous environments.
• Be the voice of distribution to internal teams and management.
• Partner with internal and external sales teams to provide best-in-class service.
• Proactively handle all inbound sales calls from agents and IMO distribution relationships.
• Listen, document appropriately and navigate a new CRM system.
• Be a team player who contributes and has fun.

Skills

Prospecting

Relationship building

Communication

Time management

Organizational skills

Team player

Ethics & integrity

Starter mindset

CRM navigation

Education

State life insurance licenses recommended

Tools

CRM system

Job description

Revol One Financial is seeking an Internal Sales & Relationship Support to build and manage a scalable distribution network for its new insurance platform. You will cultivate relationships with financial professionals and agencies, present product strategies, and work closely with leadership to drive growth.

The role blends strategic planning with hands-on outreach, requiring relationship-building, CRM proficiency, and a collaborative, fast-paced startup culture in Urbandale, IA.