Internal Sales Consultant

September 15

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Logo of Saybrus Partners

Saybrus Partners

Life Insurance β€’ Annuities β€’ High-Net-Worth Market Expertise β€’ Wholesale and Point of Sale Support

51 - 200

Description

β€’ Support Saybrus distribution segment by proactively managing assigned regions and accounts. β€’ Initiate marketing campaigns and maintain relationships with assigned advisors. β€’ Educate branch staff and financial advisors on life insurance products. β€’ Act as liaison between key clients and internal teams, resolving issues. β€’ Research and provide competitive information for specified products.

Requirements

β€’ 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance. β€’ Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred. β€’ Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning. β€’ Experience in using Salesforce.com to log advisor data, activity, and other pertinent information. β€’ Series 6 or 7, Series 63, and appropriate life insurance licenses.

Benefits

β€’ Competitive total reward package based on individual and company performance. β€’ Programs and flexibility that help employees balance work and personal time.

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