Internal Sales Desk Specialist

Responsibilities:

• Support Sales Efforts: Assist the RVP in managing and exceeding sales objectives by providing comprehensive support in sales and recruitment activities.
• Agent Support: Serve as a primary point of contact for Independent Agents & IMO’s, addressing inquiries, providing product information, and assisting with application processes.
• Relationship Building: Foster strong relationships with Independent Agents & IMO’s through regular communication, ensuring they are well-supported and informed about the Company’s products and services.
• Market Knowledge: Maintain a thorough understanding of the Company’s life insurance and annuity products, market trends, and competitive landscape to effectively support sales efforts.
• Sales Coordination: Coordinate sales activities, including scheduling meetings, preparing presentations, and organizing events, to support the RVP’s initiatives.
• Documentation: Prepare and maintain accurate records of sales activities, agent interactions, and other relevant information to ensure seamless communication and follow-up.
• Collaboration: Work closely with the RVP and other internal teams to align strategies and ensure a cohesive approach to achieving sales goals.
• Member Support: Provide assistance to fraternal members who call or visit the home office to purchase or administer their products, ensuring they receive excellent service and support.

Qualifications:

• Education: Bachelor’s Degree in Marketing, Business Administration, Finance, or a related field preferred.
• Experience:
• Prior experience in financial services, insurance, or sales support roles preferred.
• Knowledge of life insurance and annuity products is highly desirable.
• Skills:
• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with internal and external stakeholders.
• Excellent organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite and CRM software.
• Licenses and Certifications:
• State Insurance License within 180 days required.

Suitability Requirements:

• Criminal background check required.

Credit and criminal background check required due to the financial nature and level of accountability of this position, in compliance