Internal Sales Consultant - Life Insurance Job at Sammons Financial Group (Sioux Falls, South Dakota)

Regional Internal Wholesaler - Life Sales

Regional Internal Wholesaler - Life Sales position at Nationwide Financial. You ...

Location

United States , Columbus; Scottsdale

Salary:

56000.00 - 104500.00 USD / Year

Nationwide

Expiration Date

Until further notice

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing or related field
FINRA Series 6 and Series 63 licenses required
Three years of experience in a sales-driven position
In-depth knowledge of insurance and financial products
Drive for results
independent judgment and decision-making
relationship building
consultative selling/advising skills
good time management/organization skills
receptive to coaching

Job Responsibility

Initiates daily contacts to targeted business partners to build relationships
Develops and grows strategic business partnerships
Evaluates and determines viability of business partners
Responds to requests from business partners and external sales
Acts as a consultant by proactively providing financial expertise
Executes proactive contacts with business partners to support campaigns
Partners with external sales force to consult with business partners
Engages business partners to retain business
Represents Internal Sales and Service in meetings and initiatives
Consults with functions across Nationwide such as Marketing

What we offer

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire

Fulltime

Internal Wholesaler - Life Insurance

Responsible for supporting, developing and implementing sales and marketing stra...

Location

United States , Sioux Falls; West Des Moines

Salary:

60000.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred Or relevant work experience Preferred
Minimum 5 years' financial services sales experience Preferred
Life insurance product knowledge and previous experience as a life insurance agent preferred
Excellent verbal and written communication skills – including strong telephone experience
Complete knowledge of the sales process
Ability to develop rapport with and influence key distribution partners
Ability to proactively address sales/marketing needs and identify solutions when needed
Strong organizational skills and ability to prioritize work effectively in a goal-centered environment
Must be motivated to expand industry-specific knowledge
Must be able to handle a changing work and business climate

Job Responsibility

Work within assigned channel/region, and in close partnership Sales Vice Presidents/Regional Vice Presidents, to develop and execute sales and marketing plans to achieve assigned sales goals
Demonstrate strong ability to articulate the Company’s strategy by presenting a compelling story about companies’ strength, culture, values, products, and services to drive sales growth and deepen relationships with agents/MGAs
Establish and cultivate relationships with assigned group of agents and/or MGA contacts through regular contact to develop, grow and drive sales while enhancing relationships
Work with agents/MGAs in the region to deliver on a variety of sales needs – including development of life case design, product selection consultation, and product information (including competitive positioning)
Responsible for contacting and managing contracting paperwork for recruits in assigned region – including focused and consistent follow-up on all recruit leads including agent referrals, recruiting lists, agent direct inquiries and Bank/Broker Dealer leads
Play a key role in coordinating new agent/ MGA onboarding and providing solutions to other training needs
Utilize sales and marketing skills to identify and rank agents/MGAs with potential for placing and growing business
Respond to calls and e-mail correspondence from agents/MGAs to provide support on products, marketing and sales materials, sales concepts, product education, case design, and advanced illustration support
Responsible for creating and developing sales presentations that are utilized by internal and external sales teams in webinars and meetings with distribution partners
Present sales concepts to agents/MGAs in webinars and live presentations through an established process to help them grow their business

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Fulltime

Pre-sales Consultant

Ready to shape the future of digital insurance? At Comarch, we’re on a mission t...

Location

Belgium , Brussels

Salary:

Not provided

Comarch S.A.

Expiration Date

Until further notice

Requirements

Degree in Economics, Finance, IT, Business Administration, Management, or Entrepreneurship
Minimum 5 years of experience working in the insurance sector or collaborating with the insurance industry at a software vendor/consulting company - ideally within Life & Pension or Health Insurance
Strong knowledge of processes and regulations concerning Life & Pension, Health (individual and group) insurance
Experience in actively participating in digital transformation projects or implementing policy/claims management systems within an insurance companies is highly valued
Prior experience in the vendor selection process (RFI/RFP/RFQ) is preferred
Knowledge of the software development lifecycle and familiarity with various project management methodologies is an asset
Fluent English and French is mandatory
Dutch or German is a significant plus
Excellent communication and presentation skills are a must
Proven ability to quickly acquire knowledge, be self-driven, and continuously expand horizons

Job Responsibility

Partner with top insurance companies (Life & Pension, Health) to identify business needs and deliver tailored IT solutions
Support the sales team, from discovery meetings and compelling product demonstrations to RFI/RFP/RFQ responses and contract negotiations, often acting as the leading or supporting consultant
Plan, prepare, and deliver high-quality product presentations for both business users and executive-level management within the insurance industry
Translate complex business requirements into actionable insights for our product and development teams
Co-create the future of Comarch's insurance solutions by analyzing market trends, technological advancements, planned regulatory changes, and client feedback
Support clients during the initial concept and planning phases of their digital transformation strategies
Prepare top-tier offers that clearly articulate the technical, functional, and experiential advantages of Comarch’s solutions
Represent Comarch at industry conferences and trade shows, potentially as a speaker

What we offer

Health insurance
Home office allowance
Representation allowance
Internet allowance
International working environment
Hybrid working environment: option to work remotely up to 2 days per week
Frequent travel opportunities within/outside the base region
Friendly atmosphere
Stable and long-term employment

Fulltime

Pre-sales Consultant

Ready to shape the future of digital insurance? At Comarch, we’re on a mission t...

Location

Belgium , Brussels

Salary:

Not provided

Comarch S.A.

Expiration Date

Until further notice

Requirements

Degree in Economics, Finance, IT, Business Administration, Management, or Entrepreneurship
Minimum 5 years of experience working in the insurance sector or collaborating with the insurance industry at a software vendor/consulting company - ideally within Life & Pension or Health Insurance
Strong knowledge of processes and regulations concerning Life & Pension, Health (individual and group) insurance
Experience in actively participating in digital transformation projects or implementing policy/claims management systems within an insurance companies is highly valued
Prior experience in the vendor selection process (RFI/RFP/RFQ) is preferred
Knowledge of the software development lifecycle and familiarity with various project management methodologies is an asset
Fluent English and French is mandatory
Dutch or German is a significant plus
Excellent communication and presentation skills are a must
Proven ability to quickly acquire knowledge, be self-driven, and continuously expand horizons

Job Responsibility

Partner with top insurance companies (Life & Pension, Health) to identify business needs and deliver tailored IT solutions
Support the sales team, from discovery meetings and compelling product demonstrations to RFI/RFP/RFQ responses and contract negotiations, often acting as the leading or supporting consultant
Plan, prepare, and deliver high-quality product presentations for both business users and executive-level management within the insurance industry
Translate complex business requirements into actionable insights for our product and development teams
Co-create the future of Comarch's insurance solutions by analyzing market trends, technological advancements, planned regulatory changes, and client feedback
Support clients during the initial concept and planning phases of their digital transformation strategies
Prepare top-tier offers that clearly articulate the technical, functional, and experiential advantages of Comarch’s solutions
Represent Comarch at industry conferences and trade shows, potentially as a speaker

What we offer

Health insurance
Home office allowance
Representation allowance
Internet allowance
International working environment
Hybrid working environment: option to work remotely up to 2 days per week
Frequent travel opportunities within/outside the base region
Friendly atmosphere
Stable and long-term employment

Fulltime

Sales Representative, Insurance Services (L&H)

Insperity provides the most comprehensive suite of scalable HR solutions availab...

Location

United States , Kingwood

Salary:

Not provided

Insperity

Expiration Date

Until further notice

Requirements

Bachelor’s Degree is required or equivalent work experience is required
Life, Accident and Health (LAH) license required

Job Responsibility

Develops and maintains a complete understanding of Health Care Reform (HCR) and how it affects insurance solutions for current clients and prospects
Develops and maintains a complete understanding of select targeted businesses and the corresponding employee benefits challenges including: large groups, small groups and individual plans
Develops and maintains a complete understanding of all types of health and welfare benefits such as: health, dental, life, disability, vision and other benefits
Consults with current and prospective clients, conducts needs analysis, creates customized proposals and presents IIS solutions that fit their business needs
Develops a prospective customer list generated by various methods
Develops and maintains a positive, referral relationship with the goal of generating sales, growth and revenue for the Company
Develops and maintains a positive referral relationship with both internal sales and service personnel and external insurance carrier partners
Quotes, sells and enrolls participants into Insperity Insurance Services solutions
Achieves sales/revenue quotas through the sale of insurance solutions as established by IIS management
Completes activity and pipeline reports and submits to management at the required time

What we offer

Flexibility: Over 80% of Insperity’s jobs have flexibility
Career Growth: continuous learning programs, mentorship opportunities and ongoing training
Well-Being: generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours

Fulltime

Insurance Solutions Specialist Director

We are seeking a highly experienced and motivated Director-level Insurance Solut...

Location

United States , New York

Salary:

170000.00 - 300000.00 USD / Year

Citi

Expiration Date

June 09, 2026

Requirements

10+ years of robust insurance sales experience
prior insurance sales management required
demonstrable experience working with High-Net-Worth and Ultra-High-Net-Worth clients and their complex planning needs
proven experience in a senior leadership or management capacity, with ability to coach and develop a sales team across multiple geographic regions
Master's Degree (MBA) highly desirable
advanced professional designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), or Certified Financial Planner (CFP)
experience at a large, global financial institution with a matrixed organizational structure
travel required for client meetings, team management, and internal conferences (approximately 10%-25%)
State Life, Accident, and Health insurance licenses required
FINRA Series 7, 24 and 63/66 licenses

Job Responsibility

Develop and execute a comprehensive sales strategy to drive insurance revenue growth across all assigned Citi wealth segments
partner with senior leadership to establish sales targets, business plans, and key performance indicators for the team, owning the collective results in sales, hiring, and productivity
provide regular business updates and market results to senior management and key stakeholders
actively manage personal, self-generated production and lead by example in achieving and exceeding individual sales goals
lead, mentor, and manage a team of Regional Insurance Specialists
provide strong leadership, conviction, and motivation to all direct reports
demonstrate an ability to attract, recruit, and retain top Insurance Specialist talent
provide expert guidance on complex cases, advanced sales concepts, and sophisticated planning techniques
serve as the primary subject matter expert on advanced insurance solutions, including wealth transfer, estate planning, business succession, and tax mitigation strategies
engage directly with HNW/UHNW clients and their advisors to understand their complex financial needs and present sophisticated, tailored insurance solutions

What we offer

discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

New

Manager / Senior Manager - Financial Services Consulting - Information Technology

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

University degree majoring in Finance, Accounting, Business, Legal, Information Systems, Computer Science/ Engineering or related subjects
Minimum 4-5 years’ experience gained in professional services firms, commercial banks or other financial institute experience will be an advantage
Demonstrate good analytical, problem solving and presentation skills. Flexible, self-starter possessing intellectual curiosity. Effective time and project management with excellent interpersonal skills
Keen on career development on any of the following areas: financial services regulatory consulting, compliance, governance and internal controls, risk management, operational / technology risk management, business & system processes review, internal audit, cyber-security and business consulting
Interested in gaining experience in any of the following industries: Banking and capital markets (client on-boarding / KYC / AML / investment product suitability and other regulatory compliance, front office activities in products / sales channels, middle and/or back office control, operational / technology risk management – commercial banking, private banking, investment banking)
Asset management (distribution channels, controls and processes – prime brokerage, fund administration, fund management (retail, institutional, and/or real estate / private equity, etc.))
Digital asset management/ trading (Cybersecurity, custodian management, licensing requirements)
Insurance (underwriting, claims, reserving, Solvency II, policy administration systems – general or life insurance)
Payment industry (Cybersecurity, settlement and clearing)
Ability to identify and assess business process controls and linkage to IT systems

Job Responsibility

Lead a client-centric advisory team in financial services industry
Support the development on consulting engagement plans and project approaches, analyse client’s current business processes and understanding the risk management environment for financial institutions
Support the planning, execution and delivery of consulting engagements covering regulatory, operational and IT advisory with FS clients in areas such as client onboarding, KYC, AML, system architecture/ pre- or post-implementation, reviews
IT regulatory & licensing reviews (e.g. cybersecurity requirements on C-RAF and iCAST requirements, IS guideline, MCRA membership application, etc.)
Utilise your skills in the areas of structured problem solving, business analysis, analytics, design thinking and lean process improvement to help our FS clients drive profitability and performance through their business operations
Use of technology and data including FinTech/ RegTech/ InsuTech innovation with respect to financial institutions to promote innovation and achieve regulatory compliance
Support change management including the revision or formulation of new policies, systems and controls aligned with regulatory requirements and regulators’ expectations
Plan, execute and communicate with engagement stakeholders of the financial institutions
Identify current and emerging trends of regulatory requirements for the financial services sector in Hong Kong, Singapore, Mainland China and other Asian markets and global regulatory expectations

What we offer

medical and dental insurance
life insurance
a 5-day working week
discretionary performance bonus
birthday leave
marriage leave

Fulltime

Sales Executive- Small & Midsize Businesses Ancillary (Georgia)

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Atlanta

Salary:

46988.00 - 91014.00 USD / Year

CVS Health

Expiration Date

June 06, 2026

Requirements

3+ years of relevant industry experience (Sales experience within employee health benefits)
Must be willing to travel within the Market
Must reside in commuting distance of the Market
Health & Life Insurance license
Proficiency in Microsoft Office, Excel and PowerPoint
Strong business acumen, presentation skills and ability to work independently
Bachelor’s degree or equivalent experience (HS diploma + 4 years relevant experience)

Job Responsibility

Builds strategic partnerships with assigned producers and customers to achieve profitable growth and cross sell/standalone objectives for assigned business or customer segments, products, and assigned geographies
Strong understanding of customer needs and expectations across multiple market segments
Moderate influence on the sale and retention of business
Oversees targeted business prospects to develop new opportunities and cross sell business to ensure profitable customers and help grow the business through consultative consulting, issue resolution, and superior service
Manages and builds producer relations as needed depending on book of business or market segment(s) being supported
Identifies opportunities to partner with the client by drawing from the entire spectrum of product lines, illustrating a keen understanding of clients' multifaceted needs and benefits utilizing Aetna's full product array (e.g., fully vs. self-insured, product combinations and/or product specializations by industry)
Develops, executes, and communicates company objectives that are aligned with prospect’s objectives, financial position, and employee benefits strategy
Coordinates sales materials, testimonials, and support from SME’s to put together presentations for clients
Delivers organized polished presentations of solutions with benefits tied to constituents’ needs
Collaborates with underwriting to prepare competitive quotes for targeted prospects

What we offer

Medical, dental, and vision coverage
Paid time off
Retirement savings options
Wellness programs
Sales incentive compensation program

Fulltime

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Internal Sales Consultant - Life Insurance

Job Description

Job Responsibility

Requirements

What we offer

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