Support Saybrus distribution segment by proactively assisting the sales manager, Team Leader and the wholesalers in achieving company sales goals
Initiate marketing campaigns and maintain relationships with advisors and support key distribution relationships
Provide conceptual sales support and training on retirement concepts being marked to advisors
Independently compare and evaluate annuity products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives
Train agents on Product benefits and differences to meet client objectives
Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales
Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed
Maintain constant availability for 800-line call coverage on inbound calls while making outbound calls during assigned times
Coordinate Channel coverage and schedules of Nassau Team
Establish credible relationships with IMO staff and financial advisor and be able to provide immediate support on complex matters without direction
Educate IMO staff and financial advisors on the advantages and disadvantages of different annuity products
Identify new opportunities to increase sales to meet the goals of the organization

Requirements

3+ years of success in financial services sales (either wholesale or retail) with a focus on annuities
Extensive knowledge of annuities, Life insurance products and their applications in retirement planning
Experience in using Salesforce.com to log advisor data, activity, and other pertinent information helpful

Benefits

PTO
medical
dental
vision
retirement savings
disability insurance
life insurance

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial services salesannuitieslife insurance productsretirement planningsales conceptsproduct analysisillustrationspresentationsproposal creationclient objectives

Soft Skills

relationship managementproactive communicationself-directedtrainingconceptual sales supportproblem-solvingcoordinationavailabilitycredibilitysupport