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Group 1001 · 5 hours ago

Inbound Financial Sales Representative

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance. As the Inbound Financial Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations, providing consultative phone-based support to help meet sales goals and client needs.

FinanceFinancial ServicesInsurance

Responsibilities

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 Delaware Life 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 and other duties as assigned

Qualification

Sales experienceFinancial services knowledgeFINRA licensesCommunication skillsProblem solving skillsOrganizational skillsTeamworkInterpersonal skillsAttention to detailAdaptabilityPresentation skills

Required

Bachelor's degree or equivalent experience

At least 2 years of sales, marketing, or customer service experience in the financial services industry

Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills

Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone

Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills

Organizational, communication (verbal and written)

Problem solving, mathematical, statistical, and analytical

Strong interpersonal, telephone and presentation skills

Ability to adapt quickly to change and consistently demonstrate strong attention to detail

Preferred

Strong knowledge of annuity, insurance or investment products

Active FINRA Series 6, 63 and State Life and Health licenses or obtain within 4 months of hire

Working knowledge of office automation tools; experience with contact management tools a plus

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness programs

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

1001-5000 employees