Sales Support Associate – Entry Level Financial Services Sales

DPL Financial Partners•Louisville, KY

2d•Onsite

About The Position

DPL Financial Partners is looking for motivated Sales Support Associates to join our team of dedicated insurance experts as we work toward our mission of helping people achieve lifelong financial security. This is an onsite role located in Louisville, Kentucky M-F. DPL Financial Partners is the leading fintech insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. Since going to market in 2018, DPL has experienced explosive growth - more than 4,800 RIA firms nationwide now have access to DPL's insurance products and proprietary technology and more firms join each day. We are transforming the multi-trillion-dollar insurance industry by modernizing insurance and annuities. DPL advisors partner with Registered Investment Advisors (RIAs) to serve their clients more holistically by providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. We enable advisors to strategically implement insurance and annuity solutions without compromising their fiduciary obligations, ultimately delivering greater benefit to the financial plan and improving overall retirement outcomes.

Requirements

Possess an excellent work ethic and a strong desire to learn and succeed
Clear and persuasive communication in both positive and negative situations
Be an active listener who seeks clarification if necessary
Be a team player who can also work independently
The ability to analyze complex and diverse information
A quick learner with the ability to apply product and market knowledge effectively
The ability to build rapport, establish trust, and ask questions to discover the client's business needs
Organize, prioritize, and plan work activities efficiently
A four-year college degree or equivalent work experience
If you do not already have them, you will be required to obtain state life and health licenses, SIE, and Series 6 and 63 licensing

Responsibilities

Contact new and existing prospects from established leads database
Set appointments and participate in onboarding calls/meetings to inform business to business customers about DPL products and services
Maintain and monitor membership opportunities within the Salesforce platform
Provide support to your team by using our technology to find better solutions for clients.
Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications
Partner with sales consultants to enhance territory management and product sales knowledge
Learn DPL's systems, sales model, and carrier products