Internal Sales Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 16, 2025
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Job Description:
A company is looking for an Internal Sales Consultant to support
its distribution segment by managing assigned regions and
relationships to achieve sales goals.
Key Responsibilities
Evaluate and compare insurance products to create proposals and
presentations for clients
Conduct policy reviews and consult with financial advisors to
ensure client needs are met
Identify sales opportunities and provide support on complex matters
to financial advisors and branch office staff
Required Qualifications
3+ years of experience in financial services sales, focusing on
life insurance
Bachelor's degree; advanced degrees or designations (e.g., CLU,
ChFC, CFP) preferred
Extensive knowledge of life insurance products and their
applications
Experience using Salesforce.com for logging advisor data and
activities
Possession of Series 6 or 7, Series 63, and appropriate life
insurance licenses
Keywords: VirtualVocations, Downey , Internal Sales Consultant, Professions , Vista, California
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