Internal Sales Associate
2 weeks ago
Internal Sales Associate
About WealthVest
WealthVest Marketing is a prominent financial services marketing and distribution organization. Our focus is on providing expert guidance to Financial Advisors regarding leading insurance solutions. As a member of our team, you will be empowered to foster innovation, pursue continuous enhancement, and achieve your career aspirations.
Role Summary
The Sales Coordinator will acquire essential licenses within the initial three months before advancing to the role of Internal Sales Associate. In this capacity, you will collaborate with External Sales Representatives, educate financial professionals on insurance offerings, address service-related inquiries, and uphold the Insurance Carrier's reputation through exceptional service.
Key Responsibilities
- Act as the primary liaison between External Sales Representatives, financial professionals, and the organization.
- Engage closely with financial professionals to comprehend their requirements and deliver tailored solutions.
- Coordinate with the marketing team and contribute insights into processes and tools.
Qualifications
- Outstanding communication and interpersonal skills.
- Proficient in utilizing various communication platforms on a daily basis.
- Demonstrated ownership and accountability for your responsibilities.
- Commitment to quality and meticulous attention to detail.
- Ability to manage multiple tasks and think strategically.
- High ethical standards and sound judgment.
- Growth-oriented mindset and receptiveness to constructive feedback.
- Strong emotional intelligence and problem-solving capabilities.
- Detail-oriented and resourceful.
Compensation: $50,000 - $55,000 annually plus variable compensation.
Benefits Offered
- Comprehensive Medical, Dental, Vision, and Disability insurance.
- Life and Accidental Death & Dismemberment insurance.
- 401(k) matching and additional financial benefits.
- Parental and Military leave.
Employment Type: Full-time, in-office position.
Work Schedule:
- 8-hour shifts, Monday through Friday.
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