Internal Sales Associate at National Life… · Montpelier

Please note that we do not offer visa sponsorship for this position.

Role Summary

As we continue to grow, we are still looking to add additional individuals to our Sales Desk Team for a September start date. We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership. Since our inception in 1848, we have been delivering on our promises to our customers. Come be a part of our continued growth and success!

This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

This position is eligible for a language differential in pay for approved bilingual skills.

You’re encouraged to apply if you are:

Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.

Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.

People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.

Relationship Builder: You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.

Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.

Essential Duties and 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

Minimum Qualifications

• 1-3 years financial services experience (preferred)
• 3+ years successful sales experience (preferred)
• 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

• 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

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!