Internal Sales Job Description

Internal Sales Job Description

173 votes for Internal Sales
Internal sales provides marketing information to agents regarding product opportunities, how to transact business with Company and response to basic inquiries on how to place various Property Casualty insurance products with the Company.

Internal Sales Duties & Responsibilities

To write an effective internal sales job description, begin by listing detailed duties, responsibilities and expectations. We have included internal sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Educating advisors on the company’s products and services
Cultivate new advisor relationships, and deepen existing relationships using companies various mutual fund and separate account products
Coaches/develops IC’s with a focus on delivering best practices in customer service, sales and client retention
Oversee relationship responsibilities within the RIA channel
Train new/established general agents to organize and manage more effectively
Reviews current year adopting employer sales and prospect activity year over year organic growth with MEP Sponsors and Advisors on client visits or calls
Stays within Budget for all client marketing events outside the scope of existing marketing resources
Identifying and building relationships with High Net Worth advisors at major brokerages
Identifying and fostering leads for external wholesalers
Developing and maintaining brokerage firms Alternative Investment platform knowledge

Internal Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Internal Sales

List any licenses or certifications required by the position: CFP, CIM, ASE, CFA, LIMS, ATEX, MBA

Education for Internal Sales

Typically a job would require a certain level of education.

Employers hiring for the internal sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Marketing, Engineering, Education, MBA, Management, Supervision, Graduate, Technical

Skills for Internal Sales

Desired skills for internal sales include:

Construction products desirable
Microsoft Word
Concepts with the ability to apply marketing strategies and systems
Insurance operations
Investment products to have thoughtful discussions with an extremely sophisticated client base
Our product specifications and services
Product set would be desirable but not essential

Desired experience for internal sales includes:

One year experience in wholesaling
Deferred compensation programs
Defined Contribution plans
Profit-sharing plans
Not-for-profit solutions
Total Retirement Outsourcing

Internal Sales Examples


Internal Sales Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of internal sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for internal sales
  • Answering advisor inquiries via inbound sales calls
  • Developing and maintaining advisor profile and data within our CRM
  • Acting as the main support person for business development with respect to interaction with either independent financial advisors or financial advisors at wirehouses
  • Scheduling meetings with financial advisors and RIAs and following up on action points post meetings to ensure sales opportunities are maximized
  • Fielding inquiries and providing relevant information and materials in a timely fashion
  • Proactively reaching out to potential new clients and transmission of business leads to external sales team with a view to increasing sales
  • Conducting market research and understanding standard practices for servicing financial advisors and RIAs
  • Preparing timely and accurate detailed progress reports and analysis for management information
  • Safeguarding and maintaining customers and company data protection at all times
  • Develop and implement best practices, standards and procedures monitor adherence including compliance with local, state and federal requirements
Qualifications for internal sales
  • Exceptional Sales, Client Service and Presentations skills
  • BA/BS/MBA in Finance, Business or related field strong preferred
  • Sales experience (internal) strongly preferred
  • Understanding of financial/investment industry required
  • NASD Series 7 and 66 preferred, or ability to obtain
  • Develop strong working relationship with various departments including Contracts and Legal, Compliance, Operations, Marketing, Product Strategy and Development, Investment Centers, plus other sales teams including PowerShares, UIT team

Internal Sales Job Description

Job Description Example
Our company is growing rapidly and is looking for an internal sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for internal sales
  • Liasing with the cutomer and production to ensure smooth delivery on orders
  • Prepare quotes
  • Prepare reports for sales meetings
  • Organise delivery of product to customer
  • Provide guidance, training and motivation to the team
  • Analyze inbound and outbound call statistics, client feedback and management reports
  • Work closely with sales leadership to implement daily and weekly training, coaching, and monitoring of internal wholesalers
  • Analyzes client needs, market trends, and opportunities for change
  • Generate growth and business opportunities
  • Assist customers with quotes and close sales in a quick and efficient manner
Qualifications for internal sales
  • Series 7, 65 or 66 and 24 registrations, or 120 days of hire
  • Strong interpersonal abilities and ability to get along with diverse personalities
  • 2+ years of previous working experience
  • Engieering qualification
  • 2+ years of general sales and or related industry support experience preferred
  • Series 7, 63, and Life licenses are required within 6 months of hire

Internal Sales Job Description

Job Description Example
Our innovative and growing company is looking for an internal sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for internal sales
  • Process paperwork to coordinate service orders, pick-ups and deliveries with dispatch as required
  • Ensure that calls, activities and opportunities are logged daily on the Company’s CRM system
  • Outbound calling/prospecting
  • Closing Abilities
  • Responsible for managing your own database and making outbound calls with the objective of selling / promoting SIMS software to a specific region within the UK, working closely with your Field Account Manager
  • Work towards your Key Performance Indicators (KPI) as set out by your line manager and demonstrate an understanding of how you will achieve these in your 1-1 meetings and monthly reviews
  • Manage your Territory to maximize revenue from the schools within your region
  • To plan effectively and to achieve expected sales outcomes
  • Work with internal business partners to create customized finals presentations
  • Schedule the Regional Vice President with financial advisors
Qualifications for internal sales
  • Ownership - take responsibility for actions and accept the associated risks
  • Up to one year sales/marketing experience
  • SAP – S&D module access
  • Purchase Order execution on suppliers
  • Analyze office trends, advises on purchasing decisions, strategizes based on the goals of the office
  • Operate in an extremely complex environment

Internal Sales Job Description

Job Description Example
Our innovative and growing company is hiring for an internal sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for internal sales
  • Provide quotations and pricing information in line with company procedures and policies, liaise with Specials team on any non standard products
  • Maintain a knowledge of all Company products and services, product and specials capability
  • Provide Technical support regarding products
  • Follow up with key customer complaints about relevant company products and aim for satisfactory solutions from both the company's and the customer's viewpoints
  • Assist in the sale of REIT’s and direct real estate investments
  • To support the uninterrupted flow of business and coordinate between all relevant disciplines and customers to be the single point of contact
  • Present sales data at daily operations meetings, taking ownership as voice of customer for customer orders
  • Provides Senior Regional Director with sales and administrative support, including scheduling of meetings, preparing sales kits and presentations, conference materials and updating of databases (CRM) and activity reports
  • Provides inbound and outbound telephone support, including, qualifying advisors, answering product questions and sending follow-up product information
  • Proactively uses database and sales reports to identify high potential prospects, qualify leads and schedule appointments for Senior Regional Directors
Qualifications for internal sales
  • Seven or more years direct sales experience and minimum two years management experience
  • Ability to lead change across the organization and to be a change agent, integrate business units, and build high performing teams
  • Ability to attract outside talent
  • Self-motivated, driven and tenacious attitude
  • Well organised and able to work in a fast paced sales environment
  • Ability to establish and develop vendor relationships

Internal Sales Job Description

Job Description Example
Our company is looking for an internal sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for internal sales
  • Help develop execute wholesaling business plans and be responsible for helping hit our sales goals
  • Manage a high volume of inbound calls create and execute effective outbound call campaigns
  • Travels with external partner to participate in face to face meetings with advisors
  • The role will be primarily working alongside External Sales Account Managers with customers in the UK and EMEA regions
  • This is customer focused and involves coordinating and performing activities necessary to clarify and generate quotations, monitor progress and provide information for internal reporting
  • Field general enquiries from customers and distributors over phone and email
  • Coordinate customer responses in conjunction with external sales account managers
  • Obtain related internal information, follow procedures and perform tasks necessary for technical configuration and generation of quotations
  • Assist in the recording of customer sales contacts, entry of key opportunities and information into the SAP system, maintenance of sales key performance indicators
  • Provide support on pricing queries to internal customer support team or sales employees
Qualifications for internal sales
  • Optimistic attitude
  • Competitive & Driven
  • Committed to targets and deadlines
  • Bachelor’s degree required with minimum GPA of 3.0, preferably in a business related field and advanced business degree is valued
  • 2 - 5 years of experience in sales support role or similar capacity required
  • Undergraduate degree or equivalent combination of training and experience, including wholesaling experience, is strongly preferred

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