Internal Wholesaler (Sales Desk) - Life & Annuities
Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets, employees.
Internal Wholesaler (Sales Desk) - Life & Annuities
Location: Waltham, Massachusetts
At Delaware Life Insurance Company (Delaware Life), we’re focused on what matters: Creating high-performing products, delivering a seamless experience with honesty and efficiency, and being valued partners to work with. We’ve made it our mission to deliver pure value to our partners and clients. We support our partners with a distilled set of tools and products that empower them to deliver clear value to their clients every time. Delaware Life sells competitive fixed, fixed index and variable annuity products.
Delaware Life, with over $39 billion of assets under management and excellent ratings for financial strength from A.M. Best, is a member of Group One Thousand One (Group1001). Group1001 is on a mission to empower consumers. Our family of companies share a common goal: giving people more control over their money, making it easier for them to do businesses with us, and creating more opportunities for them to see value every day. Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. One of the goals for Group1001 is to foster a great culture. Group1001 will continue to build a culture that emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets, employees.
As an Internal Wholesaler, you will be partnered with one or more External Wholesalers, both responsible for driving sales by proactively marketing Delaware Life solutions and annuities. You will accomplish this by developing new business opportunities and fostering existing relationships through phone and web-based sales and service engagements. The Internal and External Wholesalers will work a development plan together, designed to grow sales and ensure success in both roles.
- Ability to establish and maintain ongoing relationships with one or more External Wholesalers and actively participate in the development and successful execution of the territory business plan
- Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
- Provide sales support and service through proactive calling and web-based meetings
- Make proactive calls-outs as part of marketing or product campaigns, to communicate rates, sales ideas, generate leads, and schedule meetings
- Collaborate on call campaigns to launch new products and identify new sales opportunities
- Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
- Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
- Productively work together and collaborate with other home office departments
- Demonstrate excellent listening skills to better assess an advisor’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products
- Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
- Build and maintain strong product knowledge including any related economic, industry and competitor information and prepares routine sales/marketing reports
- Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors
- Assist in all aspects of the sales process, including annuity product education, case design, competitive analysis, managing and tracking outstanding case pipeline.
- Assist in the development of target market campaigns, follow-up communications, and phone coverage of respective territories.
- Other duties as assigned
- 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
- Strong interpersonal, telephone and presentation skills
- Ability to adapt quickly to change and consistently demonstrate strong attention to detail