Life Insurance Sales Agent The Tracy Young Agency
- $30,000–$60,000 Per Year
Analyze multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output.Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings.Assist with preparation of RFP/proposal content, review and coordination of client responses.Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle.Gather necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service.Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends.Provide feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development.May accompany Sales Representatives or Relationship Managers on sales calls to gain knowledge and experience.Requirements Bachelor's degree in Finance or Accounting, or equivalent work experienceThree to five years of experience in Treasury Management sales support or project managementDemonstrated proficiency of all Treasury Management products, systems, processes and understanding of customer useExcellent analytical and problem-solving skills and attention to detailExcellent professional communication and written presentation skillsStrong critical thinking, negotiation, and decision-making skillsAbility to manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervisionProficient computer navigation skills using a variety of software packages including Microsoft Office applications#J-18808-Ljbffr
| Location | Springfield, IL |