Sales Development Specialist

4 weeks ago


Wausau, Wisconsin, United States Vertin Full time
Job Overview

As a Sales Representative at Vertin, you will play a critical role in guiding families through complex life planning decisions. Your expertise will be instrumental in developing and delivering advanced planning presentations, building relationships with the local community, and creating strategies to educate and engage families in life insurance and related products.

Key Responsibilities
  • Educate and Counsel Families: Develop and deliver presentations to educate families on advanced planning strategies and options.
  • Community Outreach: Establish relationships with the local community through group seminars, networking events, and other outreach initiatives.
  • Communication and Engagement: Connect with individuals and families through direct mail and social media campaigns to promote Vertin's services.
  • Meet Sales Targets: Consistently meet or exceed sales targets to drive business growth.
Requirements and Qualifications
  • Experience: 2+ years of sales experience, preferably in insurance, healthcare, finance, or estate planning.
  • Competitive Mindset: Possess a competitive mindset and strong sales acumen.
  • Interpersonal Skills: Demonstrate strong interpersonal skills to build trust with clients and colleagues.
  • Presentation Skills: Possess strong presentation skills to effectively communicate with families and the community.
Education and Licensure
  • Life Insurance License: Hold a life insurance license or be able to obtain one within 30 days of hire.


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