Internal Life Sales Specialist
Core
Primary touch point for the sales team, partnering with external wholesalers and clients to drive activity, design cases, and provide consultative support to meet sales goals.
Role type
Internal Life Sales Specialist
Builds
Sales activity, case designs, and client relationships for financial institutions and individual advisors
Domain
Life insurance and annuity brokerage
Required skills
Life insurance industry knowledge, product expertise, consultative selling, case design, CRM management, regulatory compliance, client education
Preferred skills
Strong written and verbal communication, active listening, relationship building, adaptability, collaboration
Technologies
CRM systems
Responsibilities
Provide direction and sales support including illustrations and sales concept design; Coordinate complex case design with external wholesalers and legal teams; Participate in prospect/client meetings; Coordinate client medical issues with risk appraisal; Document sales activity in CRM; Maintain reference materials on products and carriers; Participate in sales campaigns and client events.