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Provide frontline sales support for distribution channels including Personal Producing General Agent (PPGA), Direct, Independent Broker Dealer (IBD), and Managing General Agent (MGA) Brokerage channels. As a subject matter expert, actively consult and educate on case design, product selection, website and company resources, illustration software, approved digital sales tools, and any additional resources that enable the sales process.
Job Responsibility:
Provide frontline sales support for distribution channels including Personal Producing General Agent (PPGA), Direct, Independent Broker Dealer (IBD), and Managing General Agent (MGA) Brokerage channels
Respond to field calls and inquiries providing education and support on products, marketing and sales materials, sales concepts, product education, advanced illustration support, and other sales enablement resources
Utilize a consultative approach to recommend appropriate solutions to Agents and/or MGA office staff with case design, product selection, marketing resources, and approved selling tools
Maintain a solutions based mentality when handling incoming calls/e-mails and ensure that each interaction includes the promotion of any applicable company products
Use online programs to provide technical support and problem solving to resolve field issues related to all sales enablement platforms
Track and document all field interactions in Customer Relationship Management (CRM) system
Make proactive outbound telephone calls to agents/advisors to increase product awareness, marketing campaigns and new product launches
Assist in the onboarding process for newly appointed Agents and MGAs by offering and delivering successful training programs and educational support
Recommend illustration software enhancements based on data obtained from our field force and personal experiences
Responsible for illustration software user acceptance testing and quality assurance
Maintain a working knowledge of competitor products and offerings
Work with managers on ongoing projects
Create and present virtual conference meetings as assigned
Proactively cross-sell additional Sammons Financial Group Company's products
Participate in external meetings and presentations
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
Regular attendance is required and expected
Other duties as assigned
Requirements:
Bachelor's Degree Preferred
1-2 years' relevant work experience Preferred
Background in life insurance sales or customer service preferred
Proven ability to build and maintain effective internal and external relationships
Complete knowledge of the sales process
Strong time management and organizational skills
Proven ability to work in a fast paced call center environment
Effective written and oral communication skills
Computer Skills including, but not limited to, Microsoft Word, Excel, Access, and PowerPoint
State Life Insurance license or ability to obtain within 120 Days Preferred
Criminal background check required
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
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture