What are the responsibilities and job description for the Internal Sales Consultant position at Security Benefit Business Services / Everly Life?
Security Benefit is searching for an experienced Internal Sales Consultant with proven experience to join our team. This position will work in our home office in Topeka, Kansas. SB associates are working in a hybrid environment with both remote and on-site work.
Who Are We?
Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.
Duties and Responsibilities:
Conduct proactive marketing calls and handle inbound territory calls focusing on all levels of sales (acquisition, development and retention)
Execute effective territory management to increase sales and firm penetration
Partner with wholesaler to formulate, implement and execute a business plan and sales strategy
Support firm’s objectives and goals (Call campaigns, territory initiatives and partnerships, focus firms)
Convey sales ideas, disseminate accurate product information, gather marketing data and profile investment professionals
Listen, probe, uncover and analyze needs and recognize potential sales/service opportunities
Initiate regular, frequent and effective communication with wholesaler and sales management
Deliver effective presentations and occasionally travel with wholesaler to obtain “real-time” client exposure and sales experience
Provide sales support to investment professionals and wholesalers in a multi-channel distribution environment
Take ownership and resolve problems by gathering, analyzing, pursuing appropriate course of action, and following up when necessary
Recommend appropriate sales tools (literature, marketing materials, etc.)
Document all conversations with all investment professionals in CRM application
Efficient utilization of internal and technical resources as well as desktop technology
Partner with service and administrative associates to provide the highest level of support to investment professionals
Effectively prioritize and complete required tasks and demonstrate appropriate sense of urgency
Enhance product/industry knowledge and build solid understanding of internal business process flow
Demonstrate professionalism, apply constructive feedback and participate in training
Continuously refine and improve sales skills and pursue professional development
Understand, meet and exceed territorial, departmental, divisional and corporate objectives
Contribute to continuous improvement of departmental performance; initiate appropriate project activity
Make sound business decisions in terms of prioritizing and managing workload, thus planning day accordingly
Adhere to Security Benefit Distributors’ policies & procedures/performance standards & criteria
Qualifications:
Bachelor’s degree required; concentration in marketing or business is preferred
Experience in the financial or investment management industry is preferred
Series 6 (or 7), 63 and Life License, or obtained within 90 days of hire
2 years experience in sales/marketing is preferred
Computer proficiency
Self-confident and detailed oriented
Team player, positive attitude and committed
Able to learn quickly, retain knowledge and communicate complex ideas and concepts
Demonstrates integrity with strong work ethic
Highly motivated to succeed; welcomes challenges; pursues self-development
Student of the market; demonstrates a passion for the business.
Aggressive drive to succeed
Sales ability – convincing, persuasive, and credible; thinks quickly on feet and professional appearance
Effective one on one communication skills; interpersonal flexibility & functional intelligence
Resilient; able to overcome adversity, maintains a positive outlook
Initiative/resourcefulness; actively seeks opportunities to make a contribution
Hard worker, reliable
What Can Security Benefit Offer You?
Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:
Employees are eligible for an annual incentive bonus designed to reward for performance.
33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
Paid parental leave eligible after one year of service
Medical, Dental & Vision Insurance
401k with company match
Profit Sharing & Savings Plan
Short-term and long-term disability insurance
Flexible spending account
Life insurance
Educational Assistance
Associate Assistance Programs
Career growth and more!
Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE