Internal Sales Associate

6 days ago

West Kelowna, Canada Security Benefit Business Services Everly Life Full time

1 SW Security Benefit Pl, Topeka, KS 66606, USA ● Topeka, KS, USA Req #279

Security Benefit is searching for an experienced Internal Sales Associate with proven experience to join our team. This position will work in our home office in Topeka, Kansas. SB associates are working in a hybrid environment with both remote and on-site work.

Who Are We?

Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.

Duties and Responsibilities:

  • Conduct proactive marketing calls and handle inbound territory calls focusing on all levels of sales (acquisition, development and retention)
  • Execute effective territory management to increase sales and firm penetration
  • Partner with wholesaler to formulate, implement and execute a business plan and sales strategy
  • Support firm’s objectives and goals (Call campaigns, territory initiatives and partnerships, focus firms)
  • Convey sales ideas, disseminate accurate product information, gather marketing data and profile investment professionals
  • Listen, probe, uncover and analyze needs and recognize potential sales/service opportunities
  • Initiate regular, frequent and effective communication with wholesaler and sales management
  • Deliver effective presentations and occasionally travel with wholesaler to obtain “real-time” client exposure and sales experience
  • Provide sales support to investment professionals and wholesalers in a multi-channel distribution environment
  • Take ownership and resolve problems by gathering, analyzing, pursuing appropriate course of action, and following up when necessary
  • Recommend appropriate sales tools (literature, marketing materials, etc.)
  • Document all conversations with all investment professionals in CRM application
  • Efficient utilization of internal and technical resources as well as desktop technology
  • Partner with service and administrative associates to provide the highest level of support to investment professionals
  • Effectively prioritize and complete required tasks and demonstrate appropriate sense of urgency
  • Enhance product/industry knowledge and build solid understanding of internal business process flow
  • Demonstrate professionalism, apply constructive feedback and participate in training
  • Continuously refine and improve sales skills and pursue professional development
  • Understand, meet and exceed territorial, departmental, divisional and corporate objectives
  • Contribute to continuous improvement of departmental performance; initiate appropriate project activity
  • Make sound business decisions in terms of prioritizing and managing workload, thus planning day accordingly
  • Adhere to Security Benefit Distributors’ policies & procedures/performance standards & criteria

Qualifications:

  • Bachelor’s degree required; concentration in marketing or business is preferred
  • Experience in the financial or investment management industry is preferred
  • Series 6 (or 7), 63 and Life License, or obtained within 90 days of hire
  • 2 years experience in sales/marketing is preferred
  • Computer proficiency
  • Self-confident and detailed oriented
  • Team player, positive attitude and committed
  • Able to learn quickly, retain knowledge and communicate complex ideas and concepts
  • Demonstrates integrity with strong work ethic
  • Highly motivated to succeed; welcomes challenges; pursues self-development
  • Student of the market; demonstrates a passion for the business.
  • Aggressive drive to succeed
  • Sales ability – convincing, persuasive, and credible; thinks quickly on feet and professional appearance
  • Effective one on one communication skills; interpersonal flexibility & functional intelligence
  • Resilient; able to overcome adversity, maintains a positive outlook
  • Initiative/resourcefulness; actively seeks opportunities to make a contribution

What Can Security Benefit Offer You?

Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

  • Employees are eligible for an annual incentive bonus designed to reward for performance.
  • 33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
  • Paid parental leave eligible after one year of service
  • 401k with company match
  • Profit Sharing & Savings Plan
  • Short-term and long-term disability insurance
  • Flexible spending account
  • Life insurance
  • Educational Assistance
  • Associate Assistance Programs
  • Career growth and more

Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE

  • 1 SW Security Benefit Pl, Topeka, KS 66606, USA
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