Outbound Financial Sales Representative

Group 1001 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 – our employees.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Job Summary

As the Outbound Sales Representative, you will build business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based and on the field position. The Outbound Sales Representative is responsible for working independently on out going call efforts while maintaining a strong product knowledge that is used to promote and market products to representatives and solicit orders. 

Responsibilities

• Making proactive outbound calls to representatives to sell our products

• Identify leads, manage prospects and acquire new business

• Make proactive calls-out as part of marketing, product or lead generation campaigns

• Follows up on generated leads to help grow business and documenting the outcome

• Occasional traveling to client sites or conferences to help grow business

• Provides product and illustration sales support

• Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls

• Identify cross sell opportunities and build strong Delaware Life brand with the callers and clients

• Generate illustrations and webinars from sales purposes

• Helps and participates with DLM’s marketing campaigns follow through in support of external and internal wholesalers

• Resolves client concerns

• Responds to voicemail/email broker requests

• Participates in team meetings and training programs

• Identifies client situation and present options available

• Maintains integrity of broker database

• Demonstrates knowledge of Delaware Life's products

• Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations

• 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 sales desk manager appraised of any training or development needs that will result in greater performance and personal growth.

• Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors

• Other duties as assigned

Experience

• Bachelor’s degree or equivalent experience

• At least 1+ years of cold calling experience, with strong track record of success is a preference

• Strong presentation, negotiation and closing skills

• 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

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company’s Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company. 

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