What are the responsibilities and job description for the Sales Associate - Life Insurance position at Simplicity Group Holdings?
Department: Life
Position Title: Sales Associate - Life
Position Reports To: Sales Director
Essential Job Function: The Sales Associate assists with operational functions, supporting sales and marketing campaigns for the Simplicity Life Insurance Sales Department. This person will work with advisors and their staff on client cases in conjunction with our dedicated wholesale team for case design consultation. This is a full-time position.
Primary Responsibilities:
Respond to inbound calls regarding:
○ Case design & Illustrations
○ Product recommendation & Intelligence
○ Pre-sale application and underwriting support
Make Proactive outbound calls to:
○ Recruit Financial Advisors
○ Train financial advisors on product solutions and marketing programs
○ Grow the financial advisor’s practice
Meet call activity expectations and monthly team sales goals
Navigate insurance companies to ensure timely placement of cases utilizing problem solving skills
Understand and adhere to the Education, Value, & Partnership of Simplicity
Qualifications:
· 4-year degree preferred
· Experience in Life Insurance Industry strongly preferred
Core Competencies:
· Positive attitude, outgoing and people-oriented
· Strong communication skills a must
· Comfortable with cold-calling and prospecting
· Proven ability to build relationships, especially those through phone calls
· Effective listening skills
· Must be collaborative team player
· Comfortable with rejection
Compensation:
● Base salary: $40,000 - $45,000 based on experience
● Variable Compensation
● Employee benefits (health, 401k, life, etc.)
● Paid Time Off
Office Location: Monticello, Minnesota (remote work a possibility)
Salary : $40,000 - $50,000
