Insurance Sales Associate

2 days ago


Oak Brook, Illinois, United States Dynamique Group | MVP Financial Services Full time
Job Overview

MVP Financial Services is seeking a highly motivated and experienced Insurance Sales Associate to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with licensed financial advisors and insurance professionals to grow insurance sales.

Key Responsibilities
  • Collaborate with practice group leaders to incorporate insurance and protection products into client financial plans;
  • Work with the internal support team to prospect, profile, and manage assigned relationships to generate revenue;
  • Focus on high-producing relationships to improve retention and increase productivity;
  • Provide concept and product education to clients and partners;
  • Conduct meetings, seminars, and training workshops to increase knowledge of available product lines and articulate our national marketing value proposition;
  • Develop a business plan with sales leadership to detail activities for the fiscal year, focusing on producing or exceeding quota;
  • Maintain a constant focus on developing new relationships to foster sales growth;
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts;
  • Perform other duties as assigned by management.
Requirements
  • Bachelor's degree in business or equivalent education and relevant experience;
  • Effective interpersonal and written communication skills;
  • Ability to provide excellent customer service to both internal and external customers;
  • Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously;
  • Capable of working independently as well as in a team environment;
  • Experience with PC's in a Windows environment;
  • Knowledge and experience in insurance products and case design;
  • Excellent knowledge of sales process;
  • Ability to build, manage, and develop strong interpersonal relationships;
  • Excellent prospecting, presentation, and conceptual selling skills;
  • Ability to display maturity, competitiveness, and good work ethic;
  • Knowledge of life insurance products and their applications in estate, retirement, and business planning.
Qualifications and Licenses
  • A BA/BS degree in business/finance/marketing desired or equivalent work experience;
  • Prior success as a Sales Associate with proven proficiency in developing strategic sales plans and continually achieving or exceeding assigned quotas or experience in the financial services industry with proven proficiency in product and industry knowledge;
  • Active state life and health insurance licenses;
  • FINRA Series 6 (and Series 63 are desirable but not required);
  • 3+ years industry experience;
  • Strong interpersonal, written, and verbal communication skills are required.
Compensation
  • Commensurate with experience, but based on a modest base salary with unlimited earnings through commissions;
  • 401(k);
  • Health, dental, vision, disability, and life insurance;
  • Flexible schedule;
  • Flexible spending account;
  • Health savings account;
  • Paid time off.

MVP Financial Services is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. We are a drug-free workplace.



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