Inbound Financial Sales Representative

Why This Role Matters

As the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker inquiries received via inbound calls.

How You'll Contribute

• First line of client facing contacts on incoming calls, phone sales and support
• Provides product and illustration sales support
• Fields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls
• Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
• Generate illustrations and webinars from the incoming calls
• Aids and participates with DLM’s marketing campaigns follow through in support of external and internal wholesalers
• Solves client concerns
• Responds to voicemail/email broker requests
• Fulfills literature requests
• Participates in team meetings and training programs
• Identifies client situation and present options available
• Maintains integrity of broker database
• Demonstrates knowledge of Delaware Life's products
• Works together and collaborates with other home office departments
• Displays excellent listening skills to better assess an advisor’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products
• Keeps the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth
• Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors
• Other duties as assigned

What We're Looking For

• Bachelor’s degree or equivalent experience
• At least 2 years of sales, marketing or customer service experience in the financial services industry preferred
• Education, experience and/or proficiency in Customer Service or Sales
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Strong knowledge of annuity, insurance or investment products is a plus
• Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire
• Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
• Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
• Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
• Working knowledge of Microsoft office tools; experience with Salesforce a plus
• Organizational, communication (verbal and written)
• Problem solving, mathematical, statistical, and analytical
• Strong interpersonal, telephone and presentation skills
• Ability to adapt quickly to change and consistently demonstrate strong attention to detail

Benefits Highlights

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package
• Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required
• Employees may also participate in the Company’s 401K plan, with matching contributions by the Company