Internal Sales Consultant

Job not on LinkedIn

October 22

🦌 Connecticut – Remote

Although this job is listed in Connecticut, this company may be open to hiring remote in other states.

⚜️ Louisiana – Remote

Although this job is listed in Louisiana, this company may be open to hiring remote in other states.

+3 more states

🦌 Connecticut – Remote ⚜️ Louisiana – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Saybrus Partners

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Insurance • Finance • B2B

Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.

51 - 200 employees

💸 Finance

🤝 B2B

📋 Description

• Support Saybrus distribution segment by proactively managing assigned region(s), account(s) and the wholesalers in achieving regional and company sales goals. • Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships. • Provide conceptual sales support and training on insurance concepts being marked to advisors. • 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; • Responsible for conducting policy review of existing contracts, analyzing the coverage, and providing a technical summary. • Educate branch office staff and financial advisors on the advantages and disadvantages of different life insurance products.

🎯 Requirements

• 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance • Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred • 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.

🏖️ Benefits

• Comprehensive benefits • Pay transparency and equity policy • Reasonable accommodations for applicants with disabilities