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
- At Oceanview Life and Annuity Company, we believe your journey toward a financially secure retirement should be straightforward and supported by a trusted partner. It was founded in 1965, and is headquartered in Phoenix, Arizona, USA, with a workforce of 11-50 employees. Its website is https://oceanviewlife.com.