Insurance Sales Consultant

22 hours ago


Reston, Virginia, United States Duncan Advisor Resources Full time

About Duncan Advisor Resources

We are a leading financial services enterprise dedicated to empowering financial professionals across the United States. Our commitment to integrity and excellence enables us to provide top-notch support and resources to our advisors, helping them flourish in an ever-evolving industry and regulatory landscape.

Internal Wholesaler Position Summary:

The primary function of this role is to provide consultative sales support and case design to external producers, as well as quotes and case design for our internal case management and sales team.

Key Responsibilities:

  • Support external financial advisors and insurance agents by fielding inbound calls regarding life insurance product questions and case impairments
  • Maintain knowledge of various carriers' products and the competition
  • Run product quotes and illustrations, providing next steps instructions and best practices
  • Make carrier and product recommendations based on client needs and preferences
  • Educate and encourage producers on the usage of accelerated underwriting and simplified application processes
  • Exhibit initiative to build new relationships and grow life insurance business
  • Record and track all producer requests and activities in our CRM system

Supporting Internal Teams:

  • Support sales activities of our field team of Regional Directors
  • Coordinate with the Regional Director on sales ideas, sales activities, and administration tasks
  • Assist the case management team with illustrations and case design changes throughout the underwriting process
  • Collaborate with new business and underwriting teams to consistently improve internal processes and efficiencies
  • Attend weekly sales staff meetings and provide feedback on producer activity from the previous week

Requirements:

  • Bachelor's degree in a related field or equivalent experience
  • Experience in Financial Services (1-2 years)
  • Must have or be willing to obtain a Pennsylvania Life & Health Insurance License
  • Advanced computer skills; MS Office Suite proficiency
  • Any CRM experience is highly desired (we use Redtail CRM)
  • Proficient in Internet Applications, including carrier and vendor websites
  • Ability to learn and adopt new processes and technology
  • Written and verbal communication proficiency
  • Accountability
  • Time management, organization, and administrative proficiencies
  • High degree of confidentiality

Benefits:

  • Competitive Salary
  • Three United Healthcare Medical plans to choose from
  • United Healthcare Dental plan (free for employees)
  • United Healthcare Vision plan
  • Company-paid Life Insurance with additional supplement life options for employees and their families
  • Short Term Disability
  • Company-paid Long Term Disability
  • 401(k) - Company Match (Safe Harbor)
  • Supplemental insurance including Critical Illness, Accident, Prepaid Legal
  • Highly competitive PTO
  • Paid Holidays
  • Financial support of continuing education and additional development and certifications
  • Bonus program for suggested certifications
  • Social and Philanthropic opportunities

No Solicitation Notification to Agencies:

Please note that we do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, we will not consider or approve payment to any third parties for hires made.



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