National Life Group→
Internal Sales Associate (Mandarin… at National Life… · Montpelier
Entry LevelOn-siteFull-timeMontpelier, VT$44k–$64k/yr
Skills
financial servicessaleslifeannuity productssalesforce.comcapital markets knowledgehealth insurance licenseclu designationchfc designationcfp designationannuity illustration softwareinterpersonal flexibilitybilingual english/mandarin
Job Description
Summary: National Life Group is one of America’s fastest-growing insurance companies, aiming to provide families with stability through their products. The Internal Sales Associate will support agents and Field Leaders by promoting life and annuity products, managing calls, and building relationships to drive sales.
Responsibilities:
- Provide sales support for an external wholesaler (Field Leader)
- Promote Life and Annuity products through webinars and inbound/outbound calls
- Manage inbound calls
- Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents
- Manage and execute effective outbound call campaigns
- Be skilled at presenting in both small and large group settings
- Capture all activity and agent profile information into Salesforce.com
- Perform other duties as required
Required Qualifications:
- Bilingual (English/Mandarin) to effectively communicate with our partners
- Strong presentation skills as well as excellent communication skills
- Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales
- Interpersonal Flexibility
- Up to 10% travel required
Preferred Qualifications:
- 1-3 years financial services experience (preferred)
- 3+ years successful sales experience (preferred)
- Broad knowledge of capital markets
- Previous experience with life and/or annuity illustration software
- Bachelor's degree
- Life and Health Licensed
- CLU, ChFC, CFP designations
Required Skills: Financial Services, Sales, Life, Annuity Products, Salesforce.com, Capital Markets Knowledge, Health Insurance License, CLU Designation, ChFC Designation, CFP Designation, Annuity Illustration Software, Interpersonal Flexibility, Bilingual English/Mandarin
Benefits: 401(k) eligibility, Various paid time off benefits, such as vacation, sick time, and parental leave
Benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave