Saybrus Partners · 3 days ago
Internal Sales Consultant
United States
Full-time
Remote
Mid Level
3+ years expSaybrus Partners is committed to helping employees lead fulfilling professional lives and is seeking an Internal Sales Consultant. The role involves managing assigned regions and accounts, initiating marketing campaigns, and providing sales support and training on insurance concepts to financial advisors.
Financial ServicesInsuranceLife InsurancePoint of Sale
Hiring Manager
Josh Saha MSM, CFP®, ChFC®, CLU®
Responsibilities
Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives; including:
Carrier selection
Premium funding patterns
Merge client need to case design
Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales
Responsible for conducting policy review of existing contracts, analyzing the coverage, and providing a technical summary
Consult with wholesaler and financial advisors to determine if current policy meets client needs
Proactive, self-directed contact to financial advisers on illustration requests; follow up to set up wholesaler point of sale opportunities
Establish credible relationships with branch office staff and financial adviser and be able to provide immediate support on complex matters without direction
Educate branch office staff and financial advisors on the advantages and disadvantages of different life insurance products
Identify new opportunities to increase sales to meet the goals of the organization
Determine when case needs escalation to management
Act as the liaison between key clients and internal teams, assist the wholesaler and/or the financial advisor in implementing solutions and pro-actively resolve any issues and inquiries
Serve as primary point of contact in the proper completion of applications and forms and provide software support
Independently research, summarize and provide competitive information and competitive positioning for specified products
Identify and analyze market trends and provide recommendations for sales growth
Consult on case design and concepts for wholesalers and advisors
Software support
Works independently on assigned projects; operates with considerable latitude for un-reviewed action or decision
Understands interdependences of deadlines on multiple projects and acts to preserve integrity of others’ deadlines
Perform other duties as assigned
Qualification
Required
Goal-oriented, self-starter possessing excellent communication skills
3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance
Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning
Experience in using Salesforce.com to log advisor data, activity, and other pertinent information
Series 6 or 7, Series 63, and appropriate life insurance licenses
Preferred
Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP)
Company
Saybrus Partners
Saybrus Partners is an insurance agency, provides life insurance consulting services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-07-27Acquired
Leadership Team
Edward Cassidy
Managing Principal
Recent News
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