What are the responsibilities and job description for the Sales associate position at National Life Group?
Key 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
- Requirements :
- 1-3 years financial services experience (preferred)
- 3 years successful sales experience (preferred)
- Strong presentation skills as well as excellent communication skills
- Interpersonal Flexibility
- Broad knowledge of capital markets (preferred)
- Previous experience with life and / or annuity illustration software (preferred)
- Bachelor’s degree (preferred)
- Life and Health Licensed (preferred)
- CLU, ChFC, CFP designations (preferred)
- Up to 10% travel required
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT founded in 1848, Life Insurance Company of the Southwest, Addison, TX chartered in 1955, and their affiliates.
Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Equity Services, Inc., Member FINRA / SIPC, is a Broker / Dealer and Registered Investment Adviser affiliate of National Life Insurance Company.
All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
LI-BL1
Last updated : 2024-08-22
