POSITION OVERVIEW

The ACCOUNT EXECUTIVE promotes the sale of Vantis Life’s Term and Whole Life Products to new and existing clients through incoming calls generated by Marketing Campaigns and by making outbound calls to existing customer lists. In this role, you will be trained to capture, develop, qualify and conduct a needs analysis in order to determine eligibility/rating class for each consumer and make recommendations based on which product (graded/non-graded whole life or term insurance) best meets their need. You will ensure each consumer has the insurance protection in-force by following through on each case.

RESPONSIBILITIES 

• Call Center Environment

  • Manages time well by answering incoming calls and maximizing slower periods with making outbound calls
  • Utilizes exceptional phone skills and exudes a likeable and confident personality
  • Follows script to ensure compliance, call control and to maximize sales performance

• Sales Effectiveness

  • Utilizes sales script which follows the building blocks of making sales
  • Self motivates and has a passion for continually exceeding personal best performance
  • Adapts quickly and implements feedback shared individually, through emails or meetings
  • Achieves and exceeds monthly, quarterly and annual sales goals
  • Ensures each consumer has the insurance protection by following through on each case by working closely with the Senior Sales Coordinator

• Customer Relationship Management (CRM) System/Lifetime System

  • Utilizes the CRM to input leads, update notes and set tasks to follow-up on prospects and cases that have been submitted to move along to an in-force status
  • Reviews data on CRM dashboard to improve and maximize performance
  • Inputs information accurately and real-time
  • Utilizes Lifetime System to process applications

• Licensing / Product Knowledge / Procedures

  • Keeps current with all licensing requirements
  • Is resourceful and takes ownership of learning products and procedures
  • Must maintain a Connecticut Life Insurance license

• Other Duties as Assigned

Required Skills

• Ability to effectively communicate both in oral and written format
• Basic computer skills which include company sales specific software applications
• Adapts well to new procedures
• Ability to develop and maintain favorable relationships with internal and external customers including new and existing clients in order to increase revenue
• Ability to ensures that Vantis Life products consistently meet the client’s needs
• Adheres to company’s sales standards and practices at all times

Required Experience

• 1-2 years Sales Call Center experience
• Experience in life insurance sales preferred

EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS 

• Bachelor's degree preferred
• Must have a valid Connecticut Life Insurance License or obtain this within 4 weeks from date of hire

• Ability to effectively communicate both in oral and written format
• Basic computer skills which include company sales specific software applications
• Adapts well to new procedures
• Ability to develop and maintain favorable relationships with internal and external customers including new and existing clients in order to increase revenue
• Ability to ensures that Vantis Life products consistently meet the client’s needs
• Adheres to company’s sales standards and practices at all times