Specialist, Internal Sales

Oceanview Life and Annuity Company is a financial services provider dedicated to empowering individuals toward a financially secure retirement. They are seeking an Internal Sales Associate responsible for driving sales by marketing fixed and fixed indexed annuities and cultivating relationships with agents.

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

Skills

• 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
• Exceptional verbal and written communication abilities

Benefits

• Opportunity for incentive compensation including bonus compensation

Company Overview

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