Internal Consultant - Annuities

Essential Duties And Responsibilities

• Partner with senior Consultants to grow insurance sales.
• Engage financial advisors via phone and email to promote solutions.
• Aid in case prep, illustrations, and proposal creation.
• Support marketing campaigns and follow-up communications.
• Respond to advisor inquiries and provide product support.
• Contribute to team initiatives and special projects as needed.

Knowledge, Skills, And Abilities

• Knowledge of Insurance products and distribution channels.
• Internal sales processes and CRM tools.
• Financial advisor workflows and client needs.
• Communicating clearly and persuasively with advisors.
• Managing multiple priorities in a fast-paced environment.
• Creating polished presentations and reports.
• Building strong relationships with internal and external partners.
• Adapting quickly to changing priorities and business needs.
• Working independently and as part of a collaborative team.
• Demonstrating initiative and a proactive sales mindset.

Educational/Previous Experience Requirements

Associate’s degree or 1–3 years of experience in financial services or insurance sales support. Equivalent combinations of education and experience considered with approval from Human Resources.

Licenses/Certifications

State Insurance Licenses required. Series 7 Required within 9 months of Hire.

Workstyle

Hybrid

Total Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Behavioral Expectations

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Company Culture

We expect our associates at all levels to grow professionally and inspire others to do the same. We honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.