Saybrus Partners

Partnering with institutions and financial professionals to address clients’ needs with insurance and annuity solutions.

Internal Sales Consultant

Account ExecutiveSalesFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

Montana + 4 moreAll locations: Montana, Massachusetts, Michigan, Rhode Island, Washington

Posted

11 days ago

Salary

Not specified

2 yrs expEnglish

Job Description

• Providing annuity sales support to inbound callers from key distribution partners, advisors, and their staff. • Initiating and implementing marketing campaigns designed to target key advisors. • Identifying qualified prospects in a defined territory and initiating outgoing sales calls to these advisors. • Develop and maintain successful relationships with external wholesaler, assigned advisors and other key distribution entities. • Understand the competitive environment and provide feedback to region, Team Lead, and external wholesalers. • Effectively utilize Salesforce to log advisor data, activity, and other pertinent information.

Job Requirements

  • 2 years of experience in a similar role required
  • Series 6 and appropriate life insurance licenses are required.
  • Knowledge of the annuity industry, annuity products and the new business process including, licensing, and marketing.
  • Excellent written and verbal communication skills and presentation and public speaking abilities.

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance

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