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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen with the ability to prepare and present persuasive sales plans and materials. Possesses the necessary FINRA licenses and a solid understanding of annuities and investment products to effectively support sales efforts.
Highest-signal resume keywords
FINRA SIE LicenseSeries 6 LicenseSeries 63 LicenseSales Presentation DevelopmentTechnical Product Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceAnnuities KnowledgeInvestment Products KnowledgeSales Plan PreparationSales Opportunity Generation
Soft Skills
Self-MotivatedTeam-FocusedPersuasive CommunicationFlexibilityResourcefulness
Certifications & Qualifications
FINRA SIESeries 6Series 63State Insurance License
Industry Keywords
Financial ServicesInvestment ConceptsSecurities ConceptsSales SupportContinuous Improvement
About the role
Key responsibilities & impact- Learn about the financial services industry
- Grow and develop in the role with progression toward senior positions on the Annuities National Sales Desk
- Gain exposure to different departments throughout the organization
- Obtain FINRA SIE, Series 6, Series 63, and life licenses
- Once licensed, immediately promote to a Senior Inbound Sales Consultant role
- Build relationships and provide credible, persuasive sales support over the phone and in person
- Prepare and present sales plans, materials, and presentations
- Provide technical information about products and services
- Generate sales opportunities
Requirements
What you’ll need- Desire and curiosity to learn about annuities, investment products and services, and investment and securities concepts
- Ability to multitask and work under time constraints
- Self-motivated and team-focused
- Flexibility, resourcefulness, tactfulness, and continuous improvement mindset
- Ability to be confident, persuasive, and credible over the phone and in person
- FINRA SIE, Series 6, Series 63, and State Insurance license required, or able to obtain within 120 days
- Sales experience or internships are a plus
- Strong written and verbal communication skills
- Ability to prepare and present sales plans and materials
- Ability to provide technical information regarding products and services
- Ability to develop sales presentations
- Emergent sales acumen and ability to generate sales opportunities
Benefits
Comp & perks- Market competitive base salary with yearly bonus potential
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- Parental and military leave
- 401(k) plan with company match up to 4%
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year reimbursement for personal wellbeing items
- Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved college degrees and accredited certificate programs
- Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices
- Eligibility for a discretionary annual incentive program
- Hybrid work arrangement