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.

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.

Internal Sales Consultant

Key skills