Job Summary: 

• Actively sell and promote the company’s full range of products to both new and existing clients.
• Develop a deep understanding of the product portfolio to effectively communicate features and benefits to customers.
• Consistently meet or exceed monthly sales targets and key performance metrics set by management.
• Monitor sales performance closely and identify opportunities to improve conversion rates and revenue.
• Prepare and deliver accurate weekly and monthly sales reports detailing achievements, challenges, and projections.
• Provide regular updates to the Sales Manager on progress toward goals and key client developments.
• Deliver exceptional customer service to ensure client satisfaction and encourage repeat business.
• Address customer inquiries and resolve issues promptly and professionally.
• Collaborate closely with colleagues to maintain a cohesive, motivated, and high-performing team environment.
• Contribute to creating a positive workplace culture focused on teamwork, productivity, and shared success.

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Sales Reporting (Hard Skills)
• Performance Monitoring (Hard Skills)
• Customer Service (Soft Skills)
• Client Relationship (Soft Skills)
• Team Collaboration (Soft Skills)
• Communication Skills (Soft Skills)
• Target Achievement (Hard Skills)

Job Summary: 

• Utilize strong product knowledge, technical expertise, and market insight to generate consistent revenue growth.
• Promote and grow the brand while serving as an ambassador for the company in all client and industry interactions.
• Process customer orders accurately and coordinate with operations and logistics teams to ensure timely delivery of all products.
• Handle inbound customer sales inquiries by providing detailed quotations, product information, technical support, and competitive pricing.
• Achieve and surpass sales targets through a results-driven and customer-focused approach.
• Actively pursue new business by following up on leads, identifying opportunities, and converting prospects into sales.
• Collaborate effectively with team members to achieve shared goals and deliver optimal business outcomes.
• Work closely with the expanding team, contributing to multiple business areas, including purchasing and brand strategy development.

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Technical Expertise (Hard Skills)
• Market Insight (Hard Skills)
• Order Processing (Hard Skills)
• Lead Generation (Hard Skills)
• Customer Focus (Soft Skills)
• Team Collaboration (Soft Skills)
• Brand Promotion (Soft Skills)

Job Summary: 

• Provide comprehensive administrative and operational support to the Regional Director within an assigned geographical territory.
• Serve as a key liaison between wholesalers, brokers, and consultants to facilitate clear and effective communication.
• Develop and maintain productive sales and service relationships with broker consultants to promote company products.
• Assist in executing regional sales strategies designed to expand market presence and drive revenue growth.
• Handle mailing distributions, literature requests, and promotional materials to ensure timely delivery to partners.
• Act as the primary point of contact for brokers, financial consultants, banks, and planners.
• Provide accurate and timely information to support sales initiatives and client inquiries.
• Identify new business prospects through proactive outreach and networking within the financial and consulting sectors.
• Support recruitment efforts to attract and onboard new broker partners and sales representatives.
• Work collaboratively with internal departments to ensure smooth coordination and efficient service delivery.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Sales Coordination (Hard Skills)
• Client Relations (Soft Skills)
• Communication Skills (Soft Skills)
• Market Expansion (Hard Skills)
• Networking Ability (Soft Skills)
• Recruitment Support (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Assist Regional Directors in all aspects of maintaining and creating new relationships with retirement advisors.
• Handle incoming calls and emails related to prospecting, providing industry updates and sales ideas, and onboarding new business, while making outbound calls.
• Partner with Regional Directors to maximize territory coverage and market penetration.
• Collaborate with internal operations teams to support post-sales functions.
• Coordinate contracts, manage the conversion process, and oversee investment lineup and mapping.
• Communicate directly with other departments, such as documents, conversions, and operations, to ensure smooth workflows.
• Gather and analyze marketing data to identify and update information on prospective clients and competitors.
• Provide marketing support by preparing proposals and assisting with RFP responses.

Skills on Resume: 

• Sales Support (Hard Skills)
• Relationship Management (Soft Skills)
• Prospecting Skills (Hard Skills)
• Data Analysis (Hard Skills)
• Contract Management (Hard Skills)
• Market Research (Hard Skills)
• Communication Skills (Soft Skills)
• Proposal Preparation (Hard Skills)

Job Summary: 

• Deliver exceptional customer service to both existing and potential clients by addressing their needs with professionalism and care.
• Respond promptly to inbound sales calls and emails to ensure a positive customer experience.
• Provide accurate information about products, pricing, and availability to assist clients in making informed decisions.
• Prepare detailed and precise customer quotations in a timely and efficient manner.
• Ensure all quotations are aligned with company pricing structures and customer requirements.
• Follow up with clients on outstanding quotes to encourage conversions and maintain engagement.
• Collaborate closely with the sales team to support the achievement of monthly sales and revenue goals.
• Assist with administrative tasks related to order processing and documentation.
• Maintain organized records of customer interactions, quotes, and communications.
• Promote a customer-first approach that strengthens relationships and drives long-term loyalty.

Skills on Resume: 

• Customer Service (Soft Skills)
• Sales Support (Hard Skills)
• Product Knowledge (Hard Skills)
• Quotation Management (Hard Skills)
• Follow-Up Skills (Soft Skills)
• Team Collaboration (Soft Skills)
• Administrative Support (Hard Skills)
• Customer Engagement (Soft Skills)

Job Summary: 

• Respond promptly and professionally to incoming customer inquiries received via phone calls and emails.
• Accurately enter customer information into the CRM system and prepare detailed, well-structured quotations.
• Assist the sales team by following up on leads to convert prospects into active customers.
• Build and maintain strong relationships with new and existing clients to encourage repeat business.
• Process customer orders efficiently, ensuring all transactions are handled smoothly from request to fulfillment.
• Coordinate with internal teams to guarantee order accuracy, timely delivery, and exceptional service.
• Organize and schedule customer email newsletters, ensuring consistent and on-brand communication.
• Monitor inventory levels on a regular basis to prevent stock shortages and meet customer demand.
• Liaise with suppliers to manage back orders and track shipments for on-time delivery.
• Collaborate with sales and marketing departments to support promotional activities and campaigns.
• Perform various administrative and operational tasks to assist in day-to-day business activities.

Skills on Resume: 

• Customer Communication (Soft Skills)
• CRM Management (Hard Skills)
• Lead Conversion (Hard Skills)
• Order Processing (Hard Skills)
• Client Relationship (Soft Skills)
• Team Coordination (Soft Skills)
• Inventory Monitoring (Hard Skills)
• Administrative Support (Hard Skills)

Job Summary: 

• Accurately raise, process, and invoice sales orders for all company locations across the country to ensure seamless operations.
• Ensure all transactions are completed within established timelines and in accordance with company policies.
• Actively engage in up-selling and cross-selling activities to promote the full product range and maximize sales opportunities.
• Collect and analyze customer feedback to identify patterns, suggest improvements, and implement effective solutions.
• Handle customer complaints with professionalism, ensuring timely resolution and corrective action.
• Monitor and report on delivery performance, ensuring all deliveries are received in full and on time (DIFOT).
• Serve as the first point of contact for purchase order inquiries, providing accurate and prompt responses.
• Coordinate goods return collections, ensuring items are received, documented, and processed correctly.
• Work closely with logistics partners to track freight and update customers on delivery statuses.
• Provide customers with accurate estimated times of arrival (ETAs) and maintain consistent communication throughout the delivery process.
• Ensure all freight tracking and delivery details are recorded accurately in internal systems.
• Collaborate with internal teams to resolve any discrepancies related to orders, returns, or shipments.

Skills on Resume: 

• Order Processing (Hard Skills)
• Invoicing Accuracy (Hard Skills)
• Upselling Skills (Soft Skills)
• Customer Feedback (Soft Skills)
• Complaint Resolution (Soft Skills)
• Delivery Monitoring (Hard Skills)
• Logistics Coordination (Hard Skills)
• Data Entry (Hard Skills)

Job Summary: 

• Make proactive outbound sales calls to recruit and train financial professionals on product solutions and marketing programs that help grow their practices.
• Respond to inbound calls related to product solutions, marketing programs, and practice development services.
• Meet call activity benchmarks and monthly sales goals established by management.
• Participate in ongoing training and professional development.
• Continue to build industry and product knowledge to stay current with trends and market developments.
• Collaborate with sales team members to support organizational growth initiatives and manage the assigned region to exceed sales objectives.
• Communicate concepts and solutions effectively via phone, email, and virtual meetings.
• Leverage data, market insights, and industry trends to design and execute targeted engagement and marketing strategies.
• Stay informed about competitors, economic changes, and shifts in the financial markets.
• Adhere to the organization’s vision, mission, and values in all professional interactions.
• Represent the company with professionalism and integrity at all times.

Skills on Resume: 

• Outbound Sales (Hard Skills)
• Product Knowledge (Hard Skills)
• Training Delivery (Soft Skills)
• Goal Achievement (Hard Skills)
• Market Analysis (Hard Skills)
• Team Collaboration (Soft Skills)
• Communication Skills (Soft Skills)
• Strategic Marketing (Hard Skills)

Job Summary: 

• Process all sales orders with precision and efficiency, ensuring accuracy from entry to completion.
• Respond promptly and professionally to customer inquiries regarding stock availability, pricing, lead times, and delivery schedules.
• Address any issues or unexpected challenges that arise during order processing in a timely and customer-focused manner.
• Proactively communicate any delays in order fulfillment or dispatch to both customers and Account Managers.
• Ensure transparency and manage customer expectations through clear and consistent updates.
• Prepare and distribute relevant product information, technical literature, and samples to support customer decision-making.
• Maintain oversight of back orders and reserve orders, releasing them as soon as stock becomes available.
• Ensure that all order adjustments and product allocations are processed in accordance with company procedures.
• Confidently articulate product features, advantages, and value propositions to customers during conversations.
• Use persuasive communication skills to positively influence purchasing decisions and strengthen customer loyalty.
• Engage actively with existing and potential clients through outbound calls, video meetings, and personalized emails.
• Identify emerging customer needs and new business opportunities to drive continued sales growth and relationship development.

Skills on Resume: 

• Order Processing (Hard Skills)
• Customer Communication (Soft Skills)
• Problem Solving (Soft Skills)
• Expectation Management (Soft Skills)
• Product Knowledge (Hard Skills)
• Back Order Management (Hard Skills)
• Persuasive Selling (Soft Skills)
• Business Development (Hard Skills)

Job Summary: 

• Work under the direction of the Regional Sales Director to develop and execute the regional business plan to maximize sales.
• Research and analyze advisor prospects using internal databases and external resources to identify suitable contacts for targeted outreach.
• Proactively contact and engage prospects by bypassing gatekeepers and initiating the qualification process through email or phone to assess business fit.
• Introduce company investment and DST offerings to qualified financial professionals to encourage participation in introductory calls, webinars, or meetings.
• Schedule qualified appointments for the Regional Sales Director with financial professionals to achieve regional business objectives.
• Execute pre-visit calling campaigns to raise awareness of Regional Sales Director visits in specific geographic areas.
• Maintain ongoing contact with financial professionals as relationships develop, providing follow-up support such as subscription paperwork, promotional materials, and client-facing tools.
• Handle incoming phone calls from financial professionals in a professional and timely manner.
• Provide relevant information, ideas, and materials to facilitate the sales process.
• Communicate regularly regarding progress toward sales initiatives and overall regional goals.
• Execute special projects and tasks as assigned by the Regional Sales Director.

Skills on Resume: 

• Business Planning (Hard Skills)
• Prospect Research (Hard Skills)
• Lead Qualification (Hard Skills)
• Outbound Communication (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Relationship Building (Soft Skills)
• Sales Support (Hard Skills)
• Follow-Up Skills (Soft Skills)

Job Summary: 

• Provide internal sales and marketing support to external wholesalers and assigned territories, focusing on the promotion and service of insurance products from leading industry carriers.
• Assist in managing day-to-day communication with wholesalers, advisors, and key accounts to ensure seamless service delivery.
• Establish and maintain a strong pipeline of prospects, managing each opportunity through consistent follow-up and relationship-building.
• Actively expand the pipeline by identifying new business opportunities and cross-selling additional products.
• Collaborate closely with other divisions of the company to design and implement tailored solutions that meet client needs.
• Coordinate with marketing and product teams to ensure all client-facing materials and strategies align with company objectives.
• Cultivate and strengthen important business relationships to promote customer loyalty and long-term growth.
• Stay informed about the latest industry trends, carrier updates, and product developments to maintain expert knowledge.
• Educate financial advisors and partners on new product offerings and market insights to stimulate business growth.
• Support external wholesalers by preparing proposals, tracking opportunities, and ensuring timely follow-up on leads.
• Contribute to achieving company sales goals through collaboration, product expertise, and consistent customer engagement.

Skills on Resume: 

• Sales Support (Hard Skills)
• Marketing Coordination (Hard Skills)
• Pipeline Management (Hard Skills)
• Business Development (Hard Skills)
• Client Relationship (Soft Skills)
• Product Knowledge (Hard Skills)
• Team Collaboration (Soft Skills)
• Customer Engagement (Soft Skills)

Job Summary: 

• Implement tactical strategies using data in collaboration with Regional Directors to increase sales, prepare weekly action plans, retain assets, and attract new clients.
• Work as part of a team with Regional Directors and Internal Consultants to strengthen sales acumen and consistently meet or exceed regional sales and activity goals.
• Analyze data from multiple sources to segment clients effectively and develop successful sales outreach strategies.
• Secure virtual meeting appointments with financial advisors to deliver sales presentations, value-added discussions, or portfolio manager overviews.
• Consult with financial advisors to assess their needs and cross-sell relevant products and services.
• Develop and maintain deep knowledge of financial markets, company products and services, and the competitive landscape.
• Discuss a wide range of products across disciplines, including fund objectives, portfolio structures, investment management processes, and strategy benchmarks.
• Share innovative and strategic sales ideas with internal teams to support ongoing initiatives and regional growth.
• Build a comprehensive understanding of key broker-dealers, their products, platforms, organizational structures, and initiatives.
• Maintain and update the CRM system to document all advisor and client interactions within assigned territories.
• Field inbound calls from partners and advisor clients to address product-related questions and provide timely, accurate information.
• Ensure compliance with all internal policies, external regulations, and industry standards governing sales and financial activities.

Skills on Resume: 

• Data Analysis (Hard Skills)
• Sales Strategy (Hard Skills)
• Client Segmentation (Hard Skills)
• Consultative Selling (Soft Skills)
• Financial Knowledge (Hard Skills)
• CRM Management (Hard Skills)
• Team Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Initiate outbound sales calls to clients and prospective clients to position, promote, and sell company products while communicating relevant updates to develop business.
• Answer inbound calls to the advisor line to respond to inquiries, assist, and identify selling opportunities to forward to the appropriate territory team.
• Actively follow up with clients and prospects to share sales ideas, answer product questions, provide performance data, identify new sales opportunities, and support new product launches.
• Use CRM and other departmental databases to track client interactions and monitor the progression of each client relationship.
• Support sales efforts and client relationships by providing research materials and administrative follow-up.
• Generate and share innovative sales ideas to enhance business growth.
• Travel occasionally with an external wholesaler for territory familiarization and professional development.
• Attend and support client events or conferences as a company representative.

Skills on Resume: 

• Outbound Sales (Hard Skills)
• Client Communication (Soft Skills)
• Follow-Up Skills (Soft Skills)
• Product Knowledge (Hard Skills)
• CRM Management (Hard Skills)
• Sales Support (Hard Skills)
• Business Development (Hard Skills)
• Networking Skills (Soft Skills)

Job Summary: 

• Develop differentiated client relationships by expanding existing accounts and cultivating new profitable ones to achieve maximum wallet share.
• Conduct consultative, relationship-focused sales calls with financial advisors and other licensed professionals.
• Partner with an Internal Sales Manager and Senior Advisor Consultant to create and execute a territory sales plan.
• Approach client interactions as a consultant, focusing on client needs and leveraging internal resources to deliver insight-based education, coaching, and portfolio construction support.
• Simplify complex investment concepts through portfolio construction and manager selection consultations tailored to clients with varying levels of technical expertise.
• Develop and implement a data-driven client segmentation model that includes consistent profiling, accurate documentation of interactions in the CRM system, and strategic allocation of resources.
• Manage daily territory operations to ensure business efficiency and effective prioritization across service offerings.
• Participate in an evolving training curriculum focused on Salesforce utilization, business consulting, leadership development, investment communication, and technical expertise.

Skills on Resume: 

• Client Relationship (Soft Skills)
• Consultative Selling (Soft Skills)
• Territory Management (Hard Skills)
• Portfolio Construction (Hard Skills)
• Data Analysis (Hard Skills)
• CRM Management (Hard Skills)
• Communication Skills (Soft Skills)
• Business Consulting (Soft Skills)

Job Summary: 

• Provide proactive service resolution to ensure smooth business operations and high client satisfaction.
• Monitor business submissions from initiation to completion through detailed research and active communication with sellers to identify and resolve potential issues early.
• Keep sales teams and advisors informed about the progress of business submissions within their assigned territories.
• Collaborate with internal and external wholesalers to drive territory sales by assisting with product inquiries, preparing product illustrations, providing updates on pending applications, and fulfilling requests for marketing materials.
• Support calling campaigns to promote new product launches and identify new sales opportunities.
• Partner with cross-functional departments to achieve successful business outcomes and deliver efficient results.
• Engage internal resources to ensure quick and effective resolution of client sales and service issues.
• Perform relationship recovery and problem resolution when challenges arise with advisor offices or partners.
• Communicate with clients and partners via phone, conference calls, and webinars to provide education on company offerings and thought leadership.
• Lead and facilitate meetings, conferences, and webinars to reinforce the company’s value proposition to financial advisors and distributors.
• Execute various operational and administrative tasks to support the internal sales team and departmental objectives.

Skills on Resume: 

• Client Service (Soft Skills)
• Problem Solving (Soft Skills)
• Sales Support (Hard Skills)
• Product Knowledge (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Communication Skills (Soft Skills)
• Relationship Management (Soft Skills)
• Administrative Support (Hard Skills)

Job Summary: 

• Collaborate with client management teams to develop channel plans aimed at cultivating business growth and achieving revenue and retention goals.
• Support special projects focused on building automation tools and processes, including proposal generators, calculators, electronic forms, training materials, and client communication tools.
• Conduct outbound sales calls and respond to inbound calls from financial advisors and third-party administration firms, preparing proposals and fee schedules.
• Identify potential opportunities and leads within existing clients and new business development prospects.
• Work closely with marketing, business development, and client management teams to coordinate product launch communications, relationship management efforts, competitive research, and pre-sales strategies to drive revenue.
• Participate in sales presentations to enhance product knowledge and professional development.
• Provide market insights on retirement plan products to support sales initiatives and increase firm revenue.
• Collaborate with management to refine selling skills through coaching and call monitoring.
• Serve as a member of the sales call queue, ensuring timely handling of inbound call requests.
• Leverage technology to manage the proposal generation and distribution process while maintaining data accuracy.
• Generate and analyze reports from the CRM for investment comparisons and business insights.
• Maintain accurate and detailed client and prospect notes within the CRM system.

Skills on Resume: 

• Business Development (Hard Skills)
• Project Support (Hard Skills)
• Outbound Sales (Hard Skills)
• Lead Generation (Hard Skills)
• Marketing Coordination (Hard Skills)
• Market Analysis (Hard Skills)
• CRM Management (Hard Skills)
• Communication Skills (Soft Skills)

Job Summary: 

• Identify and help develop relationships with strategic partners, financial professionals, member firms, and financial advisors.
• Build new relationships with financial advisors to promote insurance planning within a designated territory as part of the strategic relationships team.
• Provide both proactive and reactive sales ideas and training to financial advisors while educating them on insurance products and processes for delivering life insurance solutions.
• Meet or exceed monthly, quarterly, and annual activity and sales objectives.
• Leverage the sales support team for case design, illustration, and training support to financial professionals and selected advisors.
• Respond to technical product inquiries and competitive positioning questions.
• Develop and maintain strong relationships with financial professionals, advisors, strategic partner teams, and management.
• Collaborate effectively with insurance solutions and sales support teams.
• Work closely with underwriting, case management, and advanced case design teams to ensure smooth case handling.
• Act as a liaison between financial professionals and case management teams to ensure timely processing and clear communication.
• Explain the life insurance application process clearly and accurately to maintain advisor and client expectations.
• Ensure compliance with industry regulations and maintain appropriate licensing.
• Proactively drive regional sales and marketing campaigns under the direction of leadership and sales management.
• Maintain a high level of activity, performance tracking, and accurate reporting.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Sales Training (Soft Skills)
• Product Knowledge (Hard Skills)
• Goal Achievement (Hard Skills)
• Team Collaboration (Soft Skills)
• Technical Expertise (Hard Skills)
• Communication Skills (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Achieve sales and activity goals as established by the leadership team.
• Identify opportunities and guide clients through the sales process to build strong advocacy and long-term relationships.
• Actively collaborate with external partners to uncover new business and increase managed assets.
• Drive results and raise awareness of investment products and services by delivering key messages through targeted prospecting, including cold calls and virtual outreach.
• Build, grow, and maintain advisor relationships by developing a strong understanding of the company’s value-added offerings and effectively positioning these services.
• Develop a comprehensive understanding of the sales process and apply it to advance clients and opportunities through each stage.
• Partner with the External Sales Executive to close new business within the assigned territory.
• Travel occasionally with the external partner to attend face-to-face meetings with advisors.
• Support the External Sales Executive in creating and executing a strategic business plan to generate assets and grow market share.
• Develop a deep understanding of capital markets, investment management, and industry trends, and leverage this knowledge to act as a trusted advisor to clients and prospects, positioning products and services effectively.
• Assess client needs through targeted, high-impact questioning and recommend suitable products or services that align with their goals.
• Ask directly for the client’s business to drive successful outcomes.
• Proactively support broader corporate initiatives and participate in special projects and assigned duties.

Skills on Resume: 

• Sales Strategy (Hard Skills)
• Client Relationship (Soft Skills)
• Business Development (Hard Skills)
• Prospecting Skills (Hard Skills)
• Product Knowledge (Hard Skills)
• Consultative Selling (Soft Skills)
• Team Collaboration (Soft Skills)
• Market Insight (Hard Skills)