Internal Sales Consultant

Job Summary

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