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Phone

 317-844-2226       

 info@insourcemg.com       

Customer Account Representative

Job Description

Our primary job is to market annuity and life insurance products for selected carriers through representatives who value professional assistance. Our accounts range from sole practitioners to institutions such as banks, credit unions, and broker-dealer firms.

Our staff provides the full-service assistance normally associated with being a brokerage general agency. By specializing in only two product areas—life insurance and annuities—we are able to deliver critical mass in sales activity to several insurance carriers. This model has served us well for more than 30 years.

The ideal candidate for this position will provide friendly, attentive, and responsive service to create an exceptional experience for all of our clients.

We currently have a talented, motivated, and high performing team and are looking to add to the family…….apply now.

What You’ll Do

  • Make proactive sales calls to share annuity sales concepts and sales successes, identify sales opportunities, provide product information, gather marketing data, and offer sales support.
  • Execute marketing activities as determined by the management team. These proactive activities can include webinars, e-newsletters, video messaging, and carrier sponsored events
  • Respond to inbound service and sales-related calls, providing an excellent customer experience to all internal and external customers.
  • Utilize the contact management system to create and maintain all advisor interactions and data on current and proposed sales activities
  • Educate yourself on the latest product offerings and industry developments and, in turn, educate advisors on those subjects to help create new business opportunities
  • The ideal candidate should enjoy working in fast-paced sales-oriented environment and be adept at maintaining and solidifying important business relationships.

What You Need

  • Ability to multi-task with attention to detail to ensure speed and accuracy in completion of projects
  • Ability to work independently and in a team environment
  • Excellent oral and written communication skills and must be proficient in Microsoft Suite and mobile device usage
  •  Hard working, service-oriented individual looking to learn a lot with a clear growth path within the company
  • Education/experience
  • Previous experience in the financial services industry a plus, but not needed
  • Bachelor’s Degree or equivalent work experience a plus
  • Resident state life and health insurance license required or must be obtained within 90 days of hire
  • This position is located in Indianapolis, IN.

Compensation: Salary with benefits and quarterly/annual bonus potential.

Send resume and cover letter to:

Human Resources
InSource, Inc.
8275 Allison Pointe Trail, Suite 110
Indianapolis, IN  46250

Email:  Human Resources
Fax:  (317) 259-4679

Please, no phone calls or walk-ins.

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