Job Description

Sales Support Associate Entry Level Financial Services Sales

Wanting to take the next step and advance in your sales career? Maybe you want a start in sales and are looking for the right opportunity that has a clear advancement path. Are you driven and motivated to be a top performer? Are you looking for a company to provide coaching and professional development that rewards hard work and dedication? Want to be a part of an organization that is revolutionizing the financial fintech space and providing best-in-class options for its consumers?

DPL Financial Partners is looking for motivated Sales Support Associates to join our team of dedicated insurance experts as we work toward our mission of helping people achieve lifelong financial security.

This is an onsite role located in Louisville, Kentucky M-F.

Company Overview:

DPL Financial Partners is the leading fintech insurance marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers. Since going to market in 2018, DPL has experienced explosive growth - more than 4,800 RIA firms nationwide now have access to DPL's insurance products and proprietary technology and more firms join each day.

We are transforming the multi-trillion-dollar insurance industry by modernizing insurance and annuities. DPL advisors partner with Registered Investment Advisors (RIAs) to serve their clients more holistically by providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. We enable advisors to strategically implement insurance and annuity solutions without compromising their fiduciary obligations, ultimately delivering greater benefit to the financial plan and improving overall retirement outcomes.

What Youll Do:

• Contact new and existing prospects from established leads database
• Set appointments and participate in onboarding calls/meetings to inform business to business customers about DPL products and services
• Maintain and monitor membership opportunities within the Salesforce platform
• Provide support to your team by using our technology to find better solutions for clients.
• Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications
• Partner with sales consultants to enhance territory management and product sales knowledge
• Learn DPL's systems, sales model, and carrier products

What You Need:

Not an annuity expert? No worries! We see success in our team members that come from multiple different backgrounds. If you've got the drive and a willingness to learn, we've got the training to make you a top performer.

All you need to succeed with DPL is:

• Possess an excellent work ethic and a strong desire to learn and succeed
• Clear and persuasive communication in both positive and negative situations
• Be an active listener who seeks clarification if necessary
• Be a team player who can also work independently
• The ability to analyze complex and diverse information
• A quick learner with the ability to apply product and market knowledge effectively
• The ability to build rapport, establish trust, and ask questions to discover the client's business needs
• Organize, prioritize, and plan work activities efficiently
• A four-year college degree or equivalent work experience
• If you do not already have them, you will be required to obtain state life and health licenses, SIE, and Series 6 and 63 licensing

Apart from our fun, laid-back work environment, our employees enjoy the following benefits:

• Company-paid licenses
• Mentoring and growth opportunities
• Competitive base salary + bonus
• Health, dental, and vision insurance that start day 1
• 401(k) with company matching
• 10 Paid Company Holidays
• 3 weeks paid time off

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