Annuity Account Executive

2 weeks ago

delray beach, United States Insight Global Full time

A leading annuity buyer out of Florida is seeking to bring on additional Account Executives to their Delray Beach location. This company helps individuals by offering liquidity to people who have annuity, structured settlements, or investment annuities. As an Account Executive you'll be managing and qualifying people as you build out a pipeline of potential leads acquired through public records. They are looking for candidates that have a background within inside sales and strive to create their personal success.


Responsibilities:


  • Adhere to company's compliance policy and Standard Operating Procedures (SOPs) in all interactions.
  • Leave detailed notes for every conversation with clients or stakeholders.
  • Manage call duration effectively by maintaining average talk time per call.
  • Ensure efficient wrap-up of each call within the average wrap-up time.
  • Properly disposition all calls in the CRM system.
  • Meet or exceed expected funded deal volume by actively managing pipelines.
  • Follow up promptly on active deals to ensure progress and closure.
  • Respond promptly to inquiries from other departments regarding necessary documents.
  • Quote annuitants accurately and offer various options based on analysis.
  • Navigate the company's Customer Relationship Management (CRM) system proficiently to identify opportunities.
  • Solicit and accept feedback from team members regarding areas of improvement.
  • Communicate effectively, timely, and professionally with all departments.
  • Participate actively in team-building activities and initiatives to foster collaboration and cohesion.
  • Handle unexpected events or changes in the work environment with composure and effectiveness.
  • Accept feedback from supervisors on adaptability in challenging circumstances and adjust accordingly.
  • Adhere rigorously to company's quality standards in all tasks and interactions.
  • Consistently deliver high-quality work as assessed through quality control measures and feedback mechanisms.



Requirements:


  • 1-3 years of Inside Sales experience - with proficiency in handling a higher call volume
  • Ability to communicate effectively over the phone having compassion and empathy for others
  • Persistent problem solver who can forge relationships both over the phone and in person
  • Driven to meet goals, generate results, and overcome objectives
  • Successful negotiations, presentation, and problem-solving skills
  • Demonstrated customer service orientation
  • Ability to think and act independently within a fast paced multitask driven environment
  • Proficient in Microsoft Office software and ability to use company CRM (Salesforce)


Pay:


$50,000 Base Salary + Commission

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