Specialist, Internal Sales

Responsibilities

• Establish and maintain an ongoing relationship with Agents, with the common goal of increasing the company's share of annuity business within an assigned region.
• Conduct proactive outbound calls to new and existing producers and field inbound calls on a range of sales/service topics (minimum 55 calls per day outbound/inbound).
• Create and update illustrations as requested by Agents and staff.
• Document all proactive activity and inbound inquiries in the CRM system (Salesforce), i.e., thank you calls, tasks lists, call campaigns, etc.
• Participate actively in the development and successful execution of the territory business plan.
• Act as subject matter expert for the annuity solutions offered by OVLAC.
• Articulate competitive product positioning opportunities and threats to distribution.
• Productively work with other home office departments, managers, and internal associates to effectively service relationships.
• Demonstrate excellent listening skills to assess needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service, and sales support delivered.
• Keep management informed of any concerns for meeting set goals, clarifying duties, and training development needs that result in greater performance and personal growth.
• Perform other job-related duties as assigned.

Qualifications

• Bachelor's Degree preferred.
• Experience in the Financial Services industry is a plus.
• A strong desire to be a contributor to the success of a team.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems (Salesforce).
• Ability to communicate clearly and concisely, both oral and written.
• Attention to detail to ensure the accuracy of reports, correspondence, and database.
• Ability to handle multiple projects and adapt to an ever-changing environment.

Skills

• Exceptional verbal and written communication abilities.

Location and Compensation

This role will be based in Denver.
This role will be Hybrid (3x per a week in the office)
Base compensation is expected to be $55,000 - $65,000* with the opportunity for incentive compensation including bonus compensation.