Saybrus - Internal Sales Consultant
Why Saybrus?
We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time.
Job Summary
Support Saybrus distribution segment by proactively managing assigned region(s), account(s) and the wholesalers in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships. Provide conceptual sales support and training on insurance concepts being marketed to advisors.
Job Description
Duties and Responsibilities
- Independently compare and evaluate insurance products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives; including:
- Carrier selection
- Premium funding patterns
- Merge client need to case design
- Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales.
- Responsible for conducting policy review of existing contracts, analyzing the coverage, and providing a technical summary.
- Consult with wholesalers and financial advisors to determine if current policy meets client needs.
- Proactive, self-directed contact to financial advisers on illustration requests; follow up to set up wholesaler point of sale opportunities.
- Establish credible relationships with branch office staff and financial advisers and be able to provide immediate support on complex matters without direction.
- Educate branch office staff and financial advisors on the advantages and disadvantages of different life insurance products.
- Identify new opportunities to increase sales to meet the goals of the organization.
- Determine when case needs escalation to management.
- Act as the liaison between key clients and internal teams, assist the wholesaler and/or the financial advisor in implementing solutions and proactively resolve any issues and inquiries.
- Serve as primary point of contact in the proper completion of applications and forms and provide software support.
- Independently research, summarize and provide competitive information and competitive positioning for specified products.
- Identify and analyze market trends and provide recommendations for sales growth.
- Consult on case design and concepts for wholesalers and advisors.
- Software support.
- Works independently on assigned projects; operates with considerable latitude for un-reviewed action or decision.
- Understands interdependencies of deadlines on multiple projects and acts to preserve integrity of others’ deadlines.
- Perform other duties as assigned.
Knowledge, Skills and Abilities
- Goal-oriented, self-starter possessing excellent communication skills.
- 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance.
- Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred.
- Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
- Experience in using Salesforce.com to log advisor data, activity, and other pertinent information.
- Series 6 or 7, Series 63, and appropriate life insurance licenses.
* Remote Nationwide
About Us
Your success is our business
For over a decade, Saybrus Partners has helped to expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions.
Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings.
Customization and dedication are signatures of Saybrus’ approach. Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization. Each financial professional receives tailored service and support according to the practice’s needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.
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