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 Inbound Sales Representative, you will build and maintain 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 position responding to agent and broker inquiries received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations.
You will receive the proper training and develop your skillset to be able to do the following responsibilities.
Responsibilities
First line of client facing contacts on incoming calls, phone sales and support
Provides product and illustration sales support
Fields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls
Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
Generate illustrations and webinars from the incoming calls
Assists 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
Fulfills literature 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 senior sales desk representative 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
Qualifications:
Experience
Bachelor’s degree or equivalent experience
At least 2 years of sales, marketing or customer service experience in the financial services industry
Education, experience and/or proficiency in Customer Service or Sales
A demonstrated track record of consistently meeting and/or exceeding performance expectations
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
Organizational, communication (verbal and written)
Problem solving, mathematical, statistical, and analytical
Strong interpersonal, telephone and presentation skills
Ability to adapt quickly to change and consistently demonstrate strong attention to detail
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. #LI-KS1
