Inbound Financial Services Representative

About the role

This role is crucial for building and maintaining business relationships with advisors and IMOs to meet or exceed sales goals and provide the right solutions to clients.

Responsibilities

• Build and maintain business relationships with advisors and IMOs
• Answer questions in various areas including product features, performance, literature requests, and hypothetical illustrations
• Identify cross-sell opportunities and build strong Delaware Life brand with incoming callers
• Generate illustrations and webinars from incoming calls
• Resolve client concerns
• Respond to voicemail/email requests
• Fulfill literature requests
• Participate in team meetings and training programs
• Identify client situations and present options available
• Maintain integrity of broker database
• Demonstrate knowledge of Delaware Life's products
• Work together and collaborate with other home office departments
• Use specialized knowledge and skills to help advisors
• Document activity in the CRM system (Salesforce)
• Adapt quickly to change and demonstrate strong attention to detail

Requirements

• Bachelor’s degree or equivalent experience
• At least 2 years of sales, marketing, or customer service experience in the financial services industry
• Strong knowledge of annuity, insurance, or investment products preferred
• Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 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 office automation tools; experience with contact management tools a plus
• Organizational, communication (verbal and written), problem-solving, mathematical, statistical, and analytical skills
• Strong interpersonal, telephone, and presentation skills

Qualifications

• Strong knowledge of annuity, insurance, or investment products
• 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 office automation tools; experience with contact management tools a plus
• Organizational, communication (verbal and written), problem-solving, mathematical, statistical, and analytical skills
• Strong interpersonal, telephone, and presentation skills

Skills

• Product knowledge
• Communication skills
• Technical product knowledge
• Customer service skills
• Teamwork
• Problem-solving
• Mathematical and statistical skills

Benefits

• Comprehensive health, dental, and vision insurance plan options
• Basic and Supplemental Life Insurance
• Short and Long-Term Disability
• Employee Assistance Program and wellness programs
• 401K plan with matching contributions by the Company