Inbound Financial Services Representative

Group 1001

Inbound Sales Representative responsible for building and maintaining business relationships with advisors at Group 1001 Insurance. Providing product support and fulfilling inquiries via phone at a hybrid model.

Posted 7/29/2026full-timeZionsville • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong knowledge of financial services products, including annuities and insurance, while effectively managing client relationships and providing exceptional sales support. Proficient in utilizing CRM systems like Salesforce to document interactions and enhance team collaboration.

Highest-signal resume keywords

Bachelor’s DegreeFINRA Series 6 LicenseFINRA Series 63 LicenseState Life and Health LicenseSales Support Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Annuity KnowledgeInsurance KnowledgeInvestment Product KnowledgeSales SupportProblem SolvingMathematical SkillsStatistical SkillsAnalytical Skills

Soft Skills

Strong Oral CommunicationStrong Written CommunicationExcellent Interpersonal SkillsTeam CollaborationRelationship Development

Tools & Technologies

SalesforceContact Management ToolsOffice Automation Tools

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Life and Health Licenses

Industry Keywords

Financial ServicesSalesCustomer ServiceMarketingBroker Database Management

About the role

Key responsibilities & impact

First line of client facing contacts on incoming calls, Phone Sales and Support
Provides product and illustration sales support
Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
Generate illustrations and webinars from the incoming calls
Helps and participates with DLM’s marketing campaigns follow through in support of external and internal wholesalers
Resolves client concerns
Responds to voicemail/email requests
Fulfills literature requests
Participates in team meetings and training programs
Identifies client situation and present options available
Maintains integrity of broker database
Demonstrates knowledge of Delaware Life's products
Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
Productively work together and collaborate with other home office departments
Demonstrate excellent listening skills to better assess an advisor’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products
Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors
Other duties as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
At least 2 years of sales, marketing, or customer service experience in the financial services industry
Strong knowledge of annuity, insurance or investment products preferred
Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire
Strong oral and written communication skills.
Excellent interpersonal skills and ability to work in a team environment.
Ability and desire to spend significant portion of job developing relationships virtually and over the phone.
Strong territory management, independence and organizational skills.
Working knowledge of office automation tools; experience with contact management tools a plus.
Strong problem solving, mathematical, statistical, and analytical skills.

Benefits

Comp & perks

Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.