What are the responsibilities and job description for the Internal Sales Consultant position at DPL Financial Partners?
Work Location: Remote, Hybrid, Onsite
Employment Type: Full Time
Reports to: Regional Vice President
Job Purpose: Internal Consultant is a dynamic, highly motivated sales professional with a financial services background. In this role, you will need to have a deep understanding of DPLs insurance and annuity products, the sales process and dynamics, and superb interpersonal skills with a high level of self-awareness.
Essential Duties and Responsibilities:
- Hit or exceed Monthly Sales Goals and daily contact goals and appointments
- Provide Education to Member Firms within territory to drive product sales
- Provide Dynamic Sales Presentations
- Run on-boarding calls/meetings to ensure proper introduction to DPL team and services
- Attend industry conferences to promote DPL
- Maintain and monitor opportunities in Salesforce
- Team player with excellent communication skills. Must be able to work in a dynamic and fast-paced environment
- Consultative Selling - Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.
- Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
- Travel Requirement: Up to 10%
Qualifications:
- Bachelor's Degree from an accredited college or university.
- 3-5 years of experience in the Insurance sector with demonstrated success selling Annuities.
- Working with clients at a Financial Advisory Firm and experience with Life Insurance experience is a plus. Professional Sales Process training is a plus (Solution Selling, SPIN, Sandler, etc).
- Proficient in Microsoft Office - Microsoft Word, Excel, and Power Point required. Salesforce, Pardot, referred.
- Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.
- Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
- SIE, Series 6, Series 63 and State Life Insurance License (or equivalents) required. State Health Insurance License preferred.
Physical Requirements and Working Conditions: While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Salary : $80,000 - $120,000