Senior Inbound Sales Consultant - Life
Core
Provide licensed support to financial professionals and sales teams by phone and digital channels, offering consultative guidance on life insurance products, illustrations, and sales concepts to move business forward.
Role type
Individual Life Insurance Inbound Sales Consultant
Builds
Life insurance product guidance, illustrations, and sales concepts for financial professionals
Domain
Financial Services / Life Insurance
Deliverable
client delivery
Required skills
consultative selling, product knowledge, needs analysis, case design, documentation, critical thinking, system navigation
Preferred skills
sales experience, life insurance product knowledge, experience with financial professionals, industry designations (CLU, ChFC, CFP)
Responsibilities
Support financial professionals and internal sales partners via phone and digital channels; ask questions to understand needs and identify opportunities; build expertise in life insurance products and sales concepts; provide accurate information and maintain documentation; participate in training and coaching; share knowledge and suggest process improvements
Seniority
Individual Contributor, entry-to-mid level with structured training path