Internal Sales

2 months ago

Urbandale, United States Revol One Financial Full time
Job DescriptionJob Description

Mission Statement: We are a refreshingly straight-forward company enriching all lives with modern financial solutions that create value and peace of mind.

Job Title: Internal Sales & Relationship Support

Hiring Manager: Chief Distribution Office (CDO)

COMPANY INTRODUCTION

At Revol One Financial we offer a unique and exciting opportunity to be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. At Revol One we are excited to “disrupt the norm.”

GENERAL JOB DESCRIPTION

Reporting to the CDO, the Internal sales and relationship support candidate must have a strong understanding of insurance distribution channels and the passion and desire to develop, implement and support Sales & Distribution strategies. As a startup, it is essential to establish scalability in different areas of the distribution such as developing and optimizing the distribution and sales goals/objectives. Must be able to present the Revol One Story and Differentiating Strategy in a developed marketplace. Co-pilot, partner, and strategic advisor to the CDO of the organization providing key insight and advising on potential outcomes and growth opportunities helping to drive enterprise value. This role is both strategic and tactical, requiring a willingness to dive into the weeds and work hard to deliver for the distribution partners, customers, and team members. The candidate will have established relationships with owners, principals, and executives of some of the industry’s largest and most well-respected organizations, firms, and agencies. This candidate will have a history of actively prospecting distribution partners and building win-win partnerships with IMO and agency relationships.

MAJOR DUTIES & RESPONSIBILITIES

  • Pursues and cultivates business relationships and partnerships through various networks.
  • Conducts proactive telephone presentations to financial professionals highlighting Revol One products and value proposition.
  • Identifies and executes opportunities to use Revol One product strategy to help financial professionals and firms grow their business.
  • Apply marketing and distribution plan/strategy that aligns with overall business plans and emphasizes the differentiators in the marketplace.
  • Identify and acquire new business relationships across traditional insurance distribution channels while carving out the niche for Revol One.
  • Must be able to roll up sleeves with willingness to sweep the floors and work independently and in ambiguous environments.
  • Be an extension of the voice of the distribution and customer to internal team members and executive management.
  • Must be willing to have fun.

QUALIFICATIONS FOR ROLE

  • Bachelor’s Degree preferred.
  • 3-5 years’ experience with internal wholesaling preferred.
  • Embraces the opportunity to actively prospect and develop relationships with financial advisors and agents within assigned territory.
  • High moral and ethical standards are required.
  • Must be well organized, efficient, decisive, and ability to articulate with all levels of the organization.
  • Strong organizational and time management skills with ability to support multiple requests.
  • Ability to navigate change.
  • State life insurance licenses required.

KEY COMPETENCIES

  • Communicating company vision and aspirational; especially in startup environment.
  • Delivers initiative-taking business partnership and serves as role model for other functions in ethics, transparency, quality, and innovation.
  • Creative and outside the box thinker with proactive sales and marketing solutions.
  • Collaborative team player who is open-minded, strong work ethic, coachable and loves to have fun.
  • Communication, collaborator, and reporter of value (internal and external reporting).
  • Desire and intellectual curiosity to understand sustainability, innovation, and technology changes within the insurance industry.

BENEFITS

  • Medical, Dental and Vision coverage.
  • Flexible Spending Account.
  • Health Spending Account.
  • Competitive PTO policy.
  • 401(k) with company matching contributions.
  • Hybrid work environment.
  • Physically located off I-35/80.



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