Internal Sales Consultant

Job Summary

A company is looking for an Internal Sales Consultant to support its distribution segment and assist in achieving sales goals.

Key Responsibilities

• Assist sales manager and wholesalers by evaluating annuity products and providing sales support and training
• Maintain relationships with financial advisors and proactively address inquiries and requests
• Coordinate schedules and coverage for the sales team while acting as a liaison between clients and internal teams

Required Qualifications

• 3+ years of experience in financial services sales, focusing on annuities
• Extensive knowledge of annuities and life insurance products in retirement planning
• Experience using Salesforce.com for logging advisor data and activities
• Ability to work independently on projects with minimal supervision
• Goal-oriented and self-motivated professional