Assistant Sales Desk Manager - Annuities

Group 1001

Not specified; not specified; comprehensive benefi...
Hybrid
Annuities and financial services knowledge
Series 6 and 63 licenses required
Series 26 license or ability to obtain
The Assistant Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing Sales Desk

Job Summary

  • The Assistant Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing Sales Desk.
  • Employees are eligible for comprehensive health, dental, vision insurance, life insurance, disability coverage, and a 401K plan with matching contributions.
  • This role partners directly with the Director to oversee day-to-day workflow, coach inbound sales representatives, and reinforce a consistent service experience.

Matching Summary

The Assistant Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing Sales Desk.

Salary

Not specified; Not specified; Comprehensive benefits including health, dental, vision, life, disability, and 401K match

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 inbound sales reps
  • CRM and Salesforce proficiency

Nice-to-have

  • Strong communication and relationship building
  • Data analytics and reporting skills
  • Positive engaged desk culture promotion
  • Experience in internal wholesaling roles

Key Requirements

  • Bachelor's degree in business, finance or related field
  • 3-4+ years experience in sales desk or advisor support
  • Series 6, 63, and 26 licenses required
  • Proficiency in CRM systems like Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter