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Relationship account manager

Recruiter: Codi Mccommon

Columus, OH

Job ID

474

Industry

Private Equity

Experience level

Manager

JOB BENEFITS

Salary and Uncapped Incentive Opportunities paid monthly-
Life-Insurance Licensing and Recertification at no cost

401(k) match

Health Care

PTO benefits

COMPANY DESCRIPTION

Headquarters in Cedar Park, Texas, and an office in Dublin Ohio, Benefit Bank Distributors is a distributor to the financial institution market specializing in asset-leveraged insurance products. Our company is designed to provide seamless support to financial advisors, registered investment advisors, private wealth advisors and broker dealers.
Benefit Bank Distributors is dedicated to enhancing the unique personal relationships that our partners have with their clients. To do so, we provide access to a wide variety of asset-leveraged insurance products, professional sales support, creative marketing assistance and reliable administrative assistance.

OVERVIEW

Monday through Friday, on-site in Dublin (office currently being built out)
Make daily outbound calls to build and maintain relationships with advisors
Use a web-based quoting system to prepare and present life insurance options for customers
Participate in formal and informal training with advisors to ensure the right policy fit for each customer
Proficient in using Salesforce for CRM and pipeline management
Proficient in Microsoft Office (Excel, Word, Outlook, etc.)
Meet or exceed weekly and monthly team sales targets
Leverage AI software to generate opportunities and effectively manage territory
Work exclusively with provided leads from existing financial institution clients (100% inbound leads)

QUALIFICATIONS

Self-starter, energetic, reliable

Inside sales success/telephone sales experience

Insurance experience (preferred).

Proven Track-record of previous achievements

FINRA Series - 6

Life & Health License

KEY RESPONSIBILITIES

We are seeking a dynamic professional with a strong record of exceeding goals. You will train and learn about our company and products, become a part of our sales team and have a daily focus on professional sales support and sales production. You will be responsible for understanding the details of our financial products as well as training financial advisors and maintaining and developing relationships with advisors of our clients. No cold calling all leads and accounts will be assigned to you from our existing client relationships.