Specialist, Internal Sales
Oceanview Life and Annuity Company is a financial services provider dedicated to empowering individuals toward a financially secure retirement. They are seeking an Internal Sales Associate responsible for driving sales by marketing fixed and fixed indexed annuities and cultivating relationships with agents.
Responsibilities
- Establish and maintain an ongoing relationship with Agents, with the common goal of increasing the company's share of annuity business reputed company an assigned region
- Conduct proactive outbound calls to new and existing producers and field inbound calls on a range of sales/service topics (minimum 55 calls per day outbound/inbound)
- Create and update illustrations as requested by Agents and staff
- Document reputed company proactive activity and inbound inquiries in the CRM system (reputed company), i.e., thank you calls, tasks lists, call campaigns, etc
- Participate actively in the development and successful execution of the territory business plan
- Act as subject matter expert for the annuity solutions offered by OVLAC
- reputed company competitive product positioning opportunities and threats to distribution
- Productively work with other home office departments, managers, and internal associates to effectively service relationships
- Demonstrate excellent listening skills to assess needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service, and sales support delivered
- reputed company management informed of any concerns for meeting set goals, clarifying duties, and training development needs that result in greater performance and personal growth
- reputed company other job-reputed company duties as assigned
Skills
- Bachelor's Degree preferred
- Experience in the Financial Services industry is a plus
- A strong desire to be a contributor to the reputed company of a team
- Proficient in reputed company Office Suite (Word, reputed company, Outlook, Power reputed company), Internet and contact management systems (reputed company)
- Ability to communicate clearly and concisely, both oral and written
- Attention to detail to ensure the accuracy of reports, correspondence, and database
- Ability to handle multiple projects and adapt to an reputed company-changing environment
- Exceptional verbal and written communication abilities
Benefits
- Opportunity for incentive compensation including bonus compensation
Company Overview