The role supports the overall leadership and performance of the Delaware Life Marketing Sales Desk by overseeing day-to-day workflow and coaching inbound sales representatives
Job Summary
The role supports the overall leadership and performance of the Delaware Life Marketing Sales Desk by overseeing day-to-day workflow and coaching inbound sales representatives.
Candidates must possess Series 6, 63, and 26 licenses along with deep knowledge of annuities and financial services products.
Employees are eligible for comprehensive health, dental, vision insurance, life insurance, disability coverage, and a 401K plan with matching contributions.
Matching Summary
The role supports the overall leadership and performance of the Delaware Life Marketing Sales Desk by overseeing day-to-day workflow and coaching inbound sales representatives.
Skills & Requirements
Must-have
Annuities and financial services knowledge
Series 6 and 63 licenses required
Series 26 license or ability to obtain
Coaching and training sales representatives
CRM and Salesforce proficiency
Nice-to-have
Strong communication and relationship building skills
Experience in internal wholesaling environments
Data analytics tools expertise
Positive engaged desk culture promotion
Continuous improvement mindset
Key Requirements
Bachelor's degree in business, finance or related field
3-4+ years experience in sales desk or advisor support