Support and promote the sale of Navy Mutual's life insurance and annuity plans to existing and prospective members who are requesting information by phone, e-mail, regular mail, in person, or by Marketing leads.
Please note: This role is a hybrid role with 3 days a week in office.
Duties & Responsibilities:
Oversee the entire sales process from proposal to close; reach or exceed monthly sales goals.
Exercise discretion and independent judgement with respect to insurance policy counseling to best serve our members and potential members.
Develop and maintain strong business relationships with current and prospective members.
Track, prepare and maintain records of sales leads and account status.
Make 40-60 outbound sales' calls daily to actively make sales & schedule appointments with prospective members.
Write sales proposals with immediate follow-up with prospective members.
Effectively communicate Navy Mutual's products and services to our prospective members.
Initiate follow-up contact with prospective policy holders who have not provided an application since their most recent request.
Educate military personnel and their families on military benefits, as well as the benefits of Navy Mutual membership and products.
Maintain a thorough understanding of all software programs, which are required to be used by the team.
Successfully pass the Virginia Bureau of Insurance's Life and Annuities examination and successfully complete the "Navy Mutual Way" training and testing and RegEd's Recommending Annuities Under the NAIC Best Interest Standard (490) course within the allotted time specified in offer letter (30-45 days). Navy Mutual will accept proof of an active license from any U.S. state to waive the Virginia Life and Annuities Insurance examination, however the "Navy Mutual Way" training and other required testing cannot be waived.
Comply with all pertinent laws/regulations, all Bylaws and policies established by the Board of Directors, and all written/verbal instructions received from Vice President of Sales.
Attend mandatory meetings and training programs.
Other duties as assigned.
Qualifications/Characteristics:
Bachelor's degree with 3-5 years of Sales experience highly preferred.
Previous experience working in life insurance sales environment is highly preferred.
Necessary Skills to be Successful in Sales:
Confidence – maintain a positive attitude
Resilience – communicating with conviction
Active Listening – understanding the customers' needs
Rapport building – selling your personality
Have strong project management skills with excellent attention to detail and ability to innovatively solve problems.
Candidates must have excellent verbal and written communications skills; ability to communicate professionally and courteously.
Must be professional, engaging and extremely driven and have a strong passion for sales. Existing CLU or ChFC professional designation is a plus.
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