Business Development Consultant, Insurance
Core
Proactively engage financial advisors and field staff via outbound calling to deliver innovative insurance solutions and drive business growth.
Role type
Business Development Consultant (Internal Wholesaler)
Builds
Insurance sales pipelines and advisor relationships
Domain
Insurance / Financial Services
Required skills
proactive sales, cold calling, consultative selling, relationship building, sales campaign execution, Salesforce proficiency
Preferred skills
LLQP designation, bilingualism, intermediate Excel skills, innovative marketing, problem-solving
Responsibilities
Make minimum 60 outbound calls daily to financial advisors; gather intelligence using question-based selling; optimize delivery of value-added products; execute sales campaigns and identify top prospects; maintain advisor profiles and track activity in Salesforce
Seniority
Mid-level, hands-on IC