Inside Sales Insurance
Core
Deliver training to independent financial advisors on iA life insurance products, sales concepts, and software; solicit new business and maintain relationships via telephone.
Role type
Inside Sales Insurance (Training & Business Development)
Builds
iA Life Insurance products (life, critical illness, disability) and sales enablement for WFG advisors
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
training and coaching, facilitation, telephone solicitation, product knowledge (life insurance), presentation creation, relationship management
Preferred skills
insurance or brokerage industry experience, Bachelor's Degree or College Diploma, advanced English proficiency
Technologies
illustration software, application/forms completion software, PowerPoint
Responsibilities
Deliver training on insurance products and sales concepts to advisors; collaborate on regional marketing plans; solicit new business and reconnect with advisors via phone; maintain contact with top, past, and prospective advisors; create and update presentations; respond to inquiries via phone, email, or in person; attend conferences and road shows
Seniority
Individual Contributor
