Internal Sales Consultant
Security Benefit Web - Topeka, KS

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Internal Sales Consultant (ISC)

Security Benefit (SB) is seeking several Internal Sales Consultants to work in its Retail Retirement Line of Business. Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides mutual funds, annuities and retirement programs. As an industry leader in service technology, our affiliates offer business processing and broker/dealer solutions tailored to the financial services marketplace.

General Accountabilities:

The Internal Sales Consultant (ISC) position is an important individual contributor to the Retail Retirement Line of Business. Responsibilities include providing business development support and management for an assigned territory as well as providing support for the Sales team overall.

While working in a fast paced environment, the ISC supports the acquisition and management of retirement plans and building business opportunities in conjunction with Retail Retirement’s Regional Vice Presidents (RVP). The primary focus of the ISC is the K-14 education market, other retirement plan types, and the IRA market serve as secondary areas of focus.

Specifically, the ISC provides proactive outbound sales support to investment professionals on nationwide and territorial basis. You will utilize market, industry and product knowledge to determine and meet investment professional’s business needs while promoting Security Benefit Distributors products and services. The successful candidate will enhance the relationship between Security Benefit Distributors and investment professionals by exceeding the investment professional’s needs and adding value on every call.

Duties and Responsibilities: §

Conduct proactive marketing calls and handle inbound territory calls focusing on all levels of sales (acquisition, development and retention) §

Execute effective territory management to increase sales and firm penetration §

Partner with wholesaler to formulate, implement and execute a business plan and sales strategy §

Support firm’s objectives and goals (Call campaigns, territory initiatives and partnerships, focus firms) §

Convey sales ideas, disseminate accurate product information, gather marketing data and profile investment professionals §

Listen, probe, uncover and analyze needs and recognize potential sales/service opportunities §

Initiate regular, frequent and effective communication with wholesaler and sales management §

Deliver effective presentations and occasionally travel with wholesaler to obtain “real-time” client exposure and sales experience §

Provide sales support to investment professionals and wholesalers in a multi-channel distribution environment §

Take ownership and resolve problems by gathering, analyzing, pursuing appropriate course of action, and following up when necessary §

Recommend appropriate sales tools (literature, marketing materials, etc.) §

Document all conversations with all investment professionals in CRM application §

Efficient utilization of internal and technical resources as well as desktop technology §

Partner with service and administrative associates to provide the highest level of support to investment professionals §

Effectively prioritize and complete required tasks and demonstrate appropriate sense of urgency §

Enhance product/industry knowledge and build solid understanding of internal business process flow §

Demonstrate professionalism, apply constructive feedback and participate in training §

Continuously refine and improve sales skills and pursue professional development §

Understand, meet and exceed territorial, departmental, divisional and corporate objectives §

Contribute to continuous improvement of departmental performance; initiate appropriate project activity §

Make sound business decisions in terms of prioritizing and managing workload, thus planning day accordingly §

Adhere to Security Benefit Distributors’ policies & procedures/performance standards & criteria

Qualifications: §

Bachelor’s degree required; concentration in marketing or business is preferred §

Experience in the financial or investment management industry is preferred §

Series 6 (or 7), 63 and Life License, or obtained within 60 days of hire §

1- 2 Years experience in sales/marketing is preferred §

Computer proficiency

Success Factors §

Self confident and detailed oriented §

Team player, positive attitude and committed §

Able to learn quickly, retain knowledge and communicate complex ideas and concepts §

Demonstrates integrity with strong work ethic §

Highly motivated to succeed; welcomes challenges; pursues self-development §

Student of the market; demonstrates a passion for the business. Aggressive drive to succeed. §

Sales ability – convincing, persuasive, and credible; thinks quickly on feet and professional appearance §

Effective one on one communication skills; interpersonal flexibility & functional intelligence §

Resilient; able to overcome adversity, maintains a positive outlook §

Initiative/resourcefulness; actively seeks opportunities to make a contribution §

Hard worker, reliable

Consider joining our progressive team in our nationally recognized company. Visit the caree r section of our website at or to complete the online application and submit your resume. EOE

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