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Internal Sales Desk Specialist

GCU
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Internal Sales Desk Specialist - Life Insurance and Fixed & Index Annuities

Overview: 

GCU, a Fraternal Benefit Society within the financial services industry, is seeking a dedicated Internal Sales Desk Specialist to support our Reginal Vice Presidents (RVP) in achieving sales and recruiting goals within assigned territories. This role involves assisting in the promotion of the Company’s life insurance and annuity products, providing exceptional support to Independent Agents and IMO’s, and contributing to the overall sales strategy.

Responsibilities:

  • Support Sales Efforts: Assist the RVP in managing and exceeding sales objectives by providing comprehensive support in sales and recruitment activities.
  • Agent Support: Serve as a primary point of contact for Independent Agents & IMO’s, addressing inquiries, providing product information, and assisting with application processes.
  • Relationship Building: Foster strong relationships with Independent Agents & IMO’s through regular communication, ensuring they are well-supported and informed about the Company’s products and services.
  • Market Knowledge: Maintain a thorough understanding of the Company’s life insurance and annuity products, market trends, and competitive landscape to effectively support sales efforts.
  • Sales Coordination: Coordinate sales activities, including scheduling meetings, preparing presentations, and organizing events, to support the RVP’s initiatives.
  • Documentation: Prepare and maintain accurate records of sales activities, agent interactions, and other relevant information to ensure seamless communication and follow-up.
  • Collaboration: Work closely with the RVP and other internal teams to align strategies and ensure a cohesive approach to achieving sales goals.
  • Member Support: Provide assistance to fraternal members who call or visit the home office to purchase or administer their products, ensuring they receive excellent service and support.

Qualifications:

  • Education: Bachelor’s Degree in Marketing, Business Administration, Finance, or a related field preferred.
  • Experience:
    • Prior experience in financial services, insurance, or sales support roles preferred.
    • Knowledge of life insurance and annuity products is highly desirable.
  • Skills:
    • Strong communication and interpersonal skills.
    • Ability to build and maintain relationships with internal and external stakeholders.
    • Excellent organizational and multitasking abilities.
    • Proficiency in Microsoft Office Suite and CRM software.
  • Licenses and Certifications:
    • State Insurance License within 180 days required.

Suitability Requirements:

  • Criminal background check required.
  • Credit and criminal background check required due to the financial nature and level of accountability of this position, in compliance with the Fair Credit Reporting Act.