Sales Support Consultant

Job Description:

• Independently compare and evaluate annuity products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives.
• Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
• Establish credible relationships with IMO staff and financial advisor and be able to provide immediate support on complex matters without direction.

Responsibilities:

• Proactive calling on Elite Program, Webinar follow up, Compensation or Rate promotions as needed.
• Maintain constant availability for 800-line call coverage on inbound calls while making outbound calls during assigned times.
• 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.

Knowledge, Skills and Abilities:

• Goal-oriented, self-starter possessing excellent communication skills; 3+ years of success in financial services sales (either wholesale or retail) with a focus on annuities.
• Extensive knowledge of annuities, Life insurance products and their applications in retirement planning.
• Experience in using Salesforce.com to log advisor data, activity, and other pertinent information helpful.