Internal Sales Consultant
A company is looking for an Internal Sales Consultant to support its distribution segment and assist in achieving sales goals.
Key Responsibilities
Assist sales manager and wholesalers by evaluating annuity products and providing sales support and training
Maintain relationships with financial advisors and proactively address inquiries and requests
Coordinate schedules and coverage for the sales team while acting as a liaison between clients and internal teams
Required Qualifications
3+ years of experience in financial services sales, focusing on annuities
Extensive knowledge of annuities and life insurance products in retirement planning
Experience using Salesforce.com for logging advisor data and activities
Ability to work independently on projects with minimal supervision
Goal-oriented and self-motivated professional