Job Description
As a Senior Sales Coordinator, you’ll be the go-to person for financial advisors on our annuity sales team. You’ll play an important role in case design, understanding our holistic planning process, and providing Gold Star service. If you’re passionate about finance and want to grow in the industry, we’re looking for someone like you.
Responsibilities include:
- Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.
- Build and maintain strong relationships with advisors by providing timely updates, product insights, and personalized support to help them grow their annuity business.
- Serve as a trusted resource and point of contact for advisors, proactively anticipating their needs and offering tailored solutions.
- Make proactive sales calls to share planning concepts and identify sales opportunities.
- Drive sales of our core distribution partners.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- 3-5+ years of experience in annuity case design or sales (life insurance and investment experience is a bonus!).
- Strong communication, organizational, and problem-solving skills.
- Ability to thrive in a fast-paced environment and juggle multiple tasks.
Nice to Have Skills & Experience
- Bachelor’s degree or the equivalent in work experience.
- Insurance license
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.