{"id":2093588,"url":"https://alion.io/job/group-1001-inbound-financial-sales-representative","title":"Inbound Financial Sales Representative","company":{"id":1854086,"name":"Group 1001","domain":"group1001.com","url":"https://alion.io/company/group1001","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Zionsville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":51000,"max_usd":109000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4123},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-08T15:53:59Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-31T08:08:00Z","board_verified":true,"closed_at":null,"days_open":23,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":23},"description":"Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.\nWhy This Role Matters:\nAs the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and broker inquiries received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.\nHow You'll Contribute:\nFirst line of client facing contacts on incoming calls, phone sales and support\n\nProvides product and illustration sales support\n\nFields inbound calls from Delaware Life Toll Free phone lines, priority for the ACD, Q Calls\n\nIdentify cross sell opportunities and build strong Delaware Life brand with the incoming callers\n\nGenerate illustrations and webinars from the incoming calls\n\nAssists and participates with DLM’s marketing campaigns follow through in support of external and internal wholesalers\n\nResolves client concerns\n\nResponds to voicemail/email broker requests\n\nFulfills literature requests\n\nParticipates in team meetings and training programs\n\nIdentifies client situation and present options available\n\nMaintains integrity of broker database\n\nDemonstrates knowledge of Delaware Life's products\n\nSupport inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations\n\nServe as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution\n\nDocument activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.\n\nProductively work together and collaborate with other home office departments\n\nDemonstrate excellent listening skills to better assess an advisor’s needs and determine the type of sales support necessary to accomplish the objective and add value to the products\n\nKeep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.\n\nUnder limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors\n\nOther duties as assigned\n\nWhat We're Looking For:\nBachelor’s degree or equivalent experience\n\nAt least 2 years of sales, marketing or customer service experience in the financial services industry preferred\n\nEducation, experience and/or proficiency in Customer Service or Sales\n\nA demonstrated track record of consistently meeting and/or exceeding performance expectations\n\nStrong knowledge of annuity, insurance or investment products is a plus\n\nActive FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 4 months of hire\n\nStrong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills\n\nHighly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone\n\nExcellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills\n\nWorking knowledge of Microsoft office tools; experience with Salesforce a plus\n\nOrganizational, communication (verbal and written)\n\nProblem solving, mathematical, statistical, and analytical\n\nStrong interpersonal, telephone and presentation skills\n\nAbility to adapt quickly to change and consistently demonstrate strong attention to detail\n\nBenefits Highlights:\nEmployees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs-no enrollment is required.Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.\nGroup 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.\n#LI-JL1","description_format":"text","description_chars":5626,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Home office","Life insurance","Vision insurance","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-08T15:53:59Z"}],"visa":[],"liveness":{"score":71,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.785,"p_room":0.9,"age_days":22,"expected_fill_days":38,"reasons":["conf:10","win:mid","comp:junior"],"computed_at":"2026-10-31T05:58:55Z"},"pay":null,"html_url":"https://alion.io/job/group-1001-inbound-financial-sales-representative","json_url":"https://alion.io/job/group-1001-inbound-financial-sales-representative.json","meta":{"generated_at":"2026-10-31T20:15:09Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31752,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1854086},"rest":"https://alion.io/mcp/rest/get_company?id=1854086"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgroup-1001-inbound-financial-sales-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgroup-1001-inbound-financial-sales-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgroup-1001-inbound-financial-sales-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/group-1001-inbound-financial-sales-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgroup-1001-inbound-financial-sales-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2093588}},{"tool":"search_jobs","arguments":{"company":"group1001.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2093588},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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