Internal Sales Consultant
A company is looking for an Internal Sales Consultant to support its distribution segment by managing assigned regions and relationships to achieve sales goals. Key Responsibilities Evaluate and compare insurance products to create proposals and presentations for clients Conduct policy reviews and consult with financial advisors to ensure client needs are met Identify sales opportunities and provide support on complex matters to financial advisors and branch office staff Required Qualifications 3+ years of experience in financial services sales, focusing on life insurance Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred Extensive knowledge of life insurance products and their applications Experience using Salesforce.com for logging advisor data and activities Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
A company is looking for an Internal Sales Consultant to support its distribution segment by managing assigned regions and relationships to achieve sales goals.
Key Responsibilities
Evaluate and compare insurance products to create proposals and presentations for clients
Conduct policy reviews and consult with financial advisors to ensure client needs are met
Identify sales opportunities and provide support on complex matters to financial advisors and branch office staff
Required Qualifications
3+ years of experience in financial services sales, focusing on life insurance
Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
Extensive knowledge of life insurance products and their applications
Experience using Salesforce.com for logging advisor data and activities
Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
