Account Relationship Manager

QUALIFICATIONS
Proven success in inside sales, relationship management, or telephone-based sales roles.
Demonstrated track record of achieving or exceeding sales goals.
Strong communication, presentation, and relationship-building skills.
Experience within the insurance or financial services industry preferred.
Proficiency with Salesforce CRM and Microsoft Office applications.
Ability to quickly learn financial and insurance products and communicate their value effectively.
FINRA Series 6 License required.
Life & Health Insurance License required.
Bachelor's degree preferred but not required based on relevant experience.

Key Competencies & Attributes
Self-starter with a strong work ethic and sense of accountability.
Energetic and highly motivated professional.
Relationship-oriented with excellent interpersonal skills.
Strong organizational and time-management abilities.
Results-driven with a commitment to achieving goals.
Adaptable and comfortable working in a fast-paced environment.
Professional, reliable, and customer-focused.
Comfortable leveraging technology and AI tools to enhance productivity and sales effectiveness.

KEY RESPONSIBILITIES
Develop and maintain strong relationships with financial advisors and existing client partners.
Conduct outbound calls daily to engage advisors, identify opportunities, and support sales initiatives.
Utilize a web-based quoting platform to prepare and present life insurance solutions.
Provide formal and informal training to advisors on financial and insurance products to help determine the best fit for clients.
Serve as a knowledgeable resource on company products, services, and industry trends.
Leverage Salesforce and other technology platforms to manage advisor relationships, track activities, and maintain accurate records.
Utilize AI-powered tools to identify opportunities and effectively manage assigned territories.
Meet or exceed weekly and monthly sales goals and performance metrics.
Collaborate with internal teams to ensure exceptional advisor support and service.