Internal Sales Associate

Security Benefit Business Services / Everly Life•Topeka, KS

5d•Hybrid

About The Position

As an Internal Sales Associate, you’ll be an integral part of a collaborative, agile team. You’ll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Internal Sales Associate position reports to the Assistant Vice President of Inside Sales and will be based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

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; demonstrate 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 contribute
Hard worker, reliable

Nice To Haves

Experience in the financial or investment management industry is preferred
2 years experience in sales/marketing is preferred
Bachelor’s degree required; concentration in marketing or business is preferred

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

Benefits

Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.