Sales Desk Consultant
We are seeking a Sales Desk Consultant to deliver outstanding sales support in our Life, Disability, and NQ areas.
About the role
Your main responsibility will be to communicate with key distribution partners and advisors through daily phone contact, contributing to the improvement of business concepts and product sales. You will respond promptly and accurately to producer inquiries, providing expertise on products, concepts, illustrations, systems, or service issues, as well as relationship management. You will conduct effective situation diagnosis and follow through to address issues and/or refer to appropriate parties for resolution. You will also provide backup to team members and assist in implementing database strategies to optimize individual, unit, and field performance, as well as accumulate knowledge of producers for current and future sales.
- Respond to producer inquiries with expertise on products, concepts, illustrations, systems, or service issues
- Conduct situation diagnosis and follow through to address issues or refer to appropriate parties
- Provide backup support to team members
- Assist in implementing database strategies to optimize performance and accumulate producer knowledge
- Perform other job-related duties or special projects as required
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
Requirements
- Bachelor’s degree or equivalent, plus 1+ years related work experience (life insurance, financial services, or sales experience preferred)
- Broad understanding of insurance operations, products, and concepts
- Ability to apply marketing strategies and systems
- Strong planning, organizational, problem-solving, and time management skills
- Flexibility to adjust to changing priorities
- Effective verbal and written communication skills
- Ability to develop effective relationships and motivate producer behavior
Licensing
- Resident Life and Health appointment must be attained within 30 days of employment
- Successful registration as an Investment Company Products/Variable contracts Limited Representative (SIE, FINRA Series 6 or equivalent, and FINRA Series 63) within 4 months of employment
Pay
Salary range: $24.21 - $28.32 per hour (non-exempt, expressed as hourly). Pension eligible.
Schedule
This role is based in our Des Moines, IA home office with a hybrid work arrangement, blending at least three office days in a typical workweek.
Work Authorization
At this time, we're not considering candidates who need any type of immigration sponsorship now or in the future or those requiring work authorization for this role.
Additional Notes
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These requirements may also apply to other positions across the organization.