Summary of Responsibilities:
Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Proactively initiates calls within assigned territory to market and promote life insurance and/or annuity products; helps determine which products best meet the customers’ needs and financial circumstances; advises on the advantages/disadvantages and features/benefits; notifies clients of updated product information and changes.
Qualifies prospective relationships and maintains existing relationships in order to increase sales in the territory by asking open-ended questions regarding their client base/book of business, current product offerings, and sharing our value proposition.
Provides follow-up support from external wholesalers’/NAMsmeetings and attempts to close the sale by reviewing what was discussed, providing additional information, communicating our value proposition, advising on the advantages/disadvantages and features/benefits; and sends marketing literature, when necessary.
Responds to inbound service-related calls, providing excellent customer service to all internal and external customers; investigates potential sales opportunities through reactive telemarketing efforts.
Works closely with external wholesalers/NAMs to develop marketing strategy, organize scheduling and prospecting activities to manage assigned territory.
Maintains contact management database of detailed notes and “intelligence” on contacts and reception to sales contacts.
Develops advanced life insurance and/or fixed and variable annuity product and procedure knowledge to position products in a compelling manner as well as answer in-depth questions and provide product knowledge; builds an in-depth knowledge of financial markets, firm champions and competitive landscape.
Ensures compliance with internal and external rules, policies and procedures as well as regulatory requirements.
Performs other duties as assigned by management.
Proven ability to grasp new products, concepts and procedures.
Must provide examples of handling difficult situations while maintaining high volumes of work.
Demonstrated negotiation skills with both internal and external customers.
Must be able to cite examples from work experience on identifying complex issues, quantifying the issue and providing creative resolutions to solve.
Must be able to cite examples of self-motivation and experience working under limited supervision.
Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
Proven experience involving customer service.
Computer Skills and Knowledge of Hardware & Software Required:
Working knowledge of word processing and spreadsheet applications.
Working knowledge of Internet and email.
Previous knowledge working with a sales database a plus.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
Must successfully pass the Life, Variable Annuity (and Health, as appropriate), FINRA SIE, Series 6 & 63 licensing exams in home state within 180 days of hire.
No more than 2 failures total throughout the exam testing period.
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