Internal Sales Partner, Insurance Sales Support
Overview
You will own sales growth for a dedicated territory, partnering with external wholesalers to drive product adoption from first call to application. Life & Health License required within 4 months. You will join the Care Solutions or traditional life & annuity team, collaborating with marketers and fellow sales partners to execute webinars, case design, and sales campaigns. This hybrid role in Indianapolis offers direct impact on revenue and a clear path to Securities Licensing and industry certifications like CFP, CLTC, or RICP.
What You'll Do8
- 1Drive sales within your territory by partnering with external wholesalers and advisors on sales calls, webinars, and case design, focusing on Life & Health products.
- 2Collaborate with marketing and cross-functional teams to create market awareness and generate leads, using tools like Salesforce and internal analytics.
- 3Represent Internal Sales in product roadmap discussions, providing field feedback to shape new offerings and sales strategies.
- 4Build strong relationships with agents and advisors, becoming their trusted resource for product knowledge and sales support.
- 5Track sales metrics and pipeline activity, using Excel and CRM to report progress and identify growth opportunities.
- 6Lead virtual product training sessions for advisors, showcasing features and benefits of Annuities and Life Insurance solutions.
- 7Coordinate with underwriting to resolve application issues, ensuring smooth processing from submission to policy issue.
- 8Champion team culture by embodying core beliefs: create clarity, own it, mutual trust, and celebrate success.
Requirements8
- 1High School Diploma required; Bachelor's or Associate Degree preferred.
- 23-5+ years of sales experience, with a proven track record of meeting or exceeding targets.
- 32-3+ years in the financial industry, with exposure to insurance or investment products.
- 4Life & Health License obtained within 4 months of employment, with sponsorship available.
- 5Preferred: Securities Licensing (Series 6/63) and industry designations such as CFP, CLTC, or RICP.
- 6Strong communication and presentation skills, able to influence and build rapport with advisors and internal teams.
- 7Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and familiarity with CRM tools.
- 8Willingness to work hybrid in Indianapolis, with occasional travel for team meetings and business needs.
Salary Insight
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