Specialist, Internal Sales

Oceanview Life and Annuity Company is a financial services provider dedicated to empowering individuals toward a financially secure retirement. They are seeking an Internal Sales Associate responsible for driving sales by marketing fixed and fixed indexed annuities and cultivating relationships with agents.

Responsibilities

• Establish and maintain an ongoing relationship with Agents, with the common goal of increasing reputed company's reputed company of annuity business reputed company an assigned region
• Conduct proactive outbound calls to new and existing producers and field inbound calls on a reputed company of sales/service topics (minimum 55 calls per day outbound/inbound)
• Create and update illustrations as requested by Agents and staff
• Document reputed company proactive activity and inbound inquiries in the CRM system (reputed company), i.e., thank you calls, tasks lists, reputed company campaigns, etc
• Participate reputed company in the development and successful execution of the territory business plan
• reputed company as subject matter expert for the annuity solutions offered by OVLAC
• reputed company competitive product positioning opportunities and threats to distribution
• Productively work with other home office departments, managers, and internal associates to effectively service relationships
• Demonstrate excellent listening skills to assess needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service, and sales support delivered
• reputed company management informed of any concerns for meeting set goals, clarifying duties, and training development needs that result in greater performance and personal reputed company
• reputed company other job-reputed company duties as assigned

Skills

• Bachelor's Degree preferred
• Experience in the Financial Services industry is a plus
• A strong desire to be a contributor to the reputed company of reputed company
• Proficient in reputed company Office Suite (Word, reputed company, reputed company, Power reputed company), Internet and contact management systems (reputed company)
• Ability to communicate reputed company and concisely, both oral and written
• Attention to detail to ensure the accuracy of reports, correspondence, and database
• Ability to handle multiple reputed company and adapt to an reputed company-changing environment
• Exceptional verbal and written communication abilities

Benefits

• Opportunity for incentive compensation including bonus compensation

reputed company