Insurance Sales Consultant
22 hours ago
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.
-
Insurance Sales Representative
22 hours ago
Reston, Virginia, United States Marquee Insurance Group (MIG) Full timeAbout Marquee Insurance Group (MIG)MIG is a commercial insurance company specializing in transportation. We are committed to constantly improving our processes to make our clients' experience better every day. Our unique and innovative culture promotes from within and believes in performance-based advancements.Job SummaryWe are seeking an Inside Sales...
-
Sales Consultant
22 hours ago
Reston, Virginia, United States Afton Consulting Group Full timeTechnology Sales AdvisorA dynamic and expanding company is seeking a talented sales professional to join their team as a Technology Sales Advisor. This exciting opportunity will allow you to leverage your business acumen and consultative selling approach to drive growth and success.Key Responsibilities:Identify and acquire new clients through strategic...
-
Automotive Sales Consultant
3 weeks ago
Reston, Virginia, United States Ted Britt Auto Group Full timeAbout UsTed Britt Auto Group is a leading automotive dealership in the DC metro area, renowned for its exceptional customer service and commitment to excellence. With over 50 years of experience, we have established ourselves as a trusted partner for car buyers and sellers alike.Job SummaryWe are seeking a highly motivated and results-driven Automotive Sales...
-
Sales Consultant
3 days ago
Reston, Virginia, United States 1-800-STRIPER of Reston Full timeAbout 1-800-STRIPER of RestonWe provide a simple and quick solution for keeping parking lots safe and attractive. Our driven and dependable team is dedicated to serving our customers by putting an end to faded lines, one bucket of paint at a time.Job DescriptionWe are looking for a driven Sales Consultant who wants to take their career to the next level....
-
Residential Roofing Sales Consultant
4 weeks ago
Reston, Virginia, United States noor staffing Full timePosition: Sales Consultant, Residential RoofingLocation: RemoteThis role operates on a 100% commission basis with a competitive commission structure. The average representative earns between $120,000 and $180,000 in their first year.OverviewWhat is it like to be part of a rapidly expanding roofing firm that values innovation, offers opportunities, and...
-
Insurance Professional
1 day ago
Reston, Virginia, United States Partner Insurance Advisors, Inc. Full timeJob OpportunityWe are seeking a highly motivated and sales-focused individual to join our team as an Insurance Agent. As an independent Erie Insurance agency, we offer a unique opportunity to work with multiple insurers, providing a wide range of potential markets for growth and development.About the RoleThis is an excellent opportunity for someone looking...
-
Sales Design Consultant
2 weeks ago
Reston, Virginia, United States Dal-Tile LLC Full timeDesign Sales ConsultantDal-Tile LLC is seeking a highly skilled Design Sales Consultant to provide exceptional customer experience and drive sales growth. As a key member of our team, you will be responsible for providing interior design and product selection advice, product expertise, and thorough follow-up to facilitate customer experience and influence...
-
Design Consultant
2 weeks ago
Reston, Virginia, United States California Closets Full timeDesign Consultant OpportunityCalifornia Closets is seeking a skilled Design Consultant to join our team in the Miami Dade area. As a Design Consultant, you will work with clients to provide expert knowledge on organizing every area of their home, utilizing the latest technologies to illustrate and bring 3-D storage designs to life.Key...
-
Design Consultant
3 weeks ago
Reston, Virginia, United States California Closets Full timeAbout California ClosetsWe are a leading provider of custom closet and home organization solutions, dedicated to delivering exceptional customer experiences through our team of expert sales and design consultants.Job SummaryWe are seeking a highly motivated and skilled Sales and Design Consultant to join our team in the Miami Dade area. As a Sales and Design...
-
Insurance Agency Owner
2 weeks ago
Reston, Virginia, United States Aaron Beaty Farmers Insurance Full timeUnlock Your Potential as an Insurance Agency OwnerAre you a driven sales and marketing professional looking to break free from conventional salaried roles and achieve entrepreneurial success? Do you have a strong entrepreneurial spirit and see the value in partnering with a nationally recognized Fortune 500 company? If so, we encourage you to explore the...
-
Radio and Digital Sales Consultant
1 week ago
Reston, Virginia, United States Midwest Communications, Inc. Full timeRadio and Digital Sales - Marketing ConsultantWe are seeking a highly motivated and results-driven Sales Marketing Consultant to join our team at Midwest Communications, Inc. in Peoria, Illinois.About the Role:As a Sales Marketing Consultant, you will be responsible for representing our company's sophisticated digital media services and largest radio...
-
Surgical Sales Consultant
3 days ago
Reston, Virginia, United States Castle Medical, LLC Full timeJob Title: Associate Surgical ConsultantLocation: Iowa City, Cedar Rapids, Waterloo, Cedar FallsAbout the Role:Castle Medical, LLC is seeking a highly motivated and organized Associate Surgical Consultant to join our team. As a key member of our sales team, you will be responsible for supporting surgical staff, developing relationships with surgical teams,...
-
Insurance Sales Professional
3 weeks ago
Reston, Virginia, United States Staff My Agency Full timeStaff My Agency, a dynamic and growing insurance agency, is seeking a highly motivated and experienced Licensed Insurance Sales Professional to join our team. As a key member of our sales team, you will be responsible for selling insurance policies, providing exceptional customer service, and meeting sales targets.Key Responsibilities:Develop and execute...
-
Intelligence Management Specialist JIPOE
3 weeks ago
Reston, Virginia, United States Na Ali'i Consulting & Sales, LLC. Full timeJob SummaryWe are seeking a highly skilled Intelligence Management Specialist JIPOE to join our team at Na Ali'i Consulting & Sales, LLC. The ideal candidate will possess extensive knowledge in WMD, CWMD, CBRNE, or related engineering, science and technology, and have a demonstrated understanding of JP 2-0 and JP 3-40.Key ResponsibilitiesProvide support to...
-
Senior Sales Consultant
4 days ago
Reston, Virginia, United States Malin Full timeAbout Malin:Malin – A Raymond Company has been a leader in providing turnkey material handling solutions for over 50 years. Our customers demand innovative solutions to their supply chain challenges.Job Summary:We are seeking a Senior Sales Consultant to drive our company's growth in the Texas market. As a key member of our sales team, you will be...
-
Regional Sales Consultant
4 days ago
Reston, Virginia, United States Triton Global Services, Inc. Full timeUnlock Your Sales Potential with Triton Global Services, Inc.About Us:Triton Global Services, Inc. is a pioneering security firm based in Ontario, CA, revolutionizing the industry with cutting-edge AI-based video surveillance, access control, and intrusion detection systems. We're not just a security company; we're innovators, offering tailored solutions...
-
Life Insurance Specialist
3 days ago
Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full timeAbout UsSafety First Financial is a leading provider of financial services, dedicated to safeguarding the financial futures of our clients. Our team of experts is committed to delivering personalized solutions that meet the unique needs of each individual.The RoleWe are seeking a highly motivated Life Insurance Agent to join our team in Naples, FL. As a Life...
-
Design Consultant
1 week ago
Reston, Virginia, United States GDC Home Full timeDesign Consultant OpportunityWe are seeking a creative and self-motivated Design Consultant to join our team at GDC Home. As a Design Consultant, you will be passionate about home design and committed to delivering exceptional results for our clients.Key Responsibilities:Develop and maintain strong relationships with clients to understand their design needs...
-
Design Consultant
2 weeks ago
Reston, Virginia, United States GDC Home Full timeDesign Consultant Job Description At GDC Home, we are seeking a talented Design Consultant to join our team. As a Design Consultant, you will be responsible for providing exceptional home design services to our clients. Responsibilities: * Provide expert home design advice to clients * Conduct in-home consultations to understand clients' design needs *...
-
Insurance Service Specialist
5 days ago
Reston, Virginia, United States Jefferson Avenue Insurance & Financial Services LLC Full timeInsurance Service SpecialistWe are seeking a highly skilled Insurance Service Specialist to join our team at Jefferson Avenue Insurance & Financial Services LLC. As a key member of our team, you will be responsible for managing interactions with policyholders and providing exceptional customer service.Responsibilities:Communicate clearly with policyholders...