Internal Sales Associate

Responsibilities

• Provide sales support for an external wholesaler (Field Leader)
• Promote Life and Annuity products through webinars and inbound/outbound calls
• Manage inbound calls and execute effective outbound call campaigns
• Identify sales opportunities and cross-selling opportunities with agents
• Present to both small and large group settings
• Capture all activity and agent profile information into Salesforce.com

Requirements

• 1-3 years financial services experience (preferred)
• 3+ years successful sales experience (preferred)
• Strong presentation and communication skills
• Ability to build relationships via phone and in person
• Interpersonal flexibility
• Ability to travel up to 10%

Preferred Qualifications

• Broad knowledge of capital markets
• Previous experience with life and/or annuity illustration software
• Bachelor’s degree
• Life and Health License
• CLU, ChFC, or CFP designations

About the Company

National Life Group has been providing families with stability and peace of mind through insurance and annuities since 1848. We foster a collaborative environment rooted in Servant Leadership and are committed to developing internal talent.