Internal Insured Solutions Consultant Philadelphia, PA

Job Description
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Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Insured Solutions Consultant will work with the external facing Insured Solutions Regional Director to support annuity and insurance sales and revenue objectives. The Consultant will provide daily support to Janneys Financial Advisors with a multitude of activities including proactive calls data collection/analytics and marketing support functions. The Consultant and Regional Director will collaborate to focus on and cover a specific Janney territory.


The Insured Solutions Consultant will engage in proactive business development through targeted activities and by focusing on other strategic opportunities for Annuity & Insurance. The ISG Consultant will also be responsible for internal sales support marketing campaigns and Financial Advisor engagement.



What you are good at:

Organization and Time Management: Possessing the ability to take on multiple requests at once and effectively complete tasks in a time efficient manner.
Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.
Client Service: Meeting and exceeding customer expectations by providing timely and attentive responses to client requests.
Team-Oriented: Collaborating with team members and other departments across the organization.
Responsibilities:



Dedicated resource for financial advisors regarding all inquiries related to annuities and insurance
Acting as subject matter expert on annuities and insurance
Creating marketing campaigns and sales ideas
Identifying and connecting Financial Advisors opportunistically with Regional Directors
Preparing and executing proactive outbound sales call campaigns/webinars.
Providing sales marketing ideas trends opportunities and leads to Financial Advisors
Staying informed of business trends in the industry and competition in the marketplace.
Dedicated technology resource for all Financial Advisors and strategic partners
Proactively coordinate with strategic partners for territory reviews and understanding of Janney systems
Performing other related duties as assigned or required


What you have:

Bachelors degree required; advanced degree preferred
Demonstrated ability to executed targeted sales campaigns
Experience with technology systems related to financial products
5 years of experience in the Financial Services industry; specifically with a knowledge of insurance and annuity products
Effective verbal and written communication skills and interpersonal skills
FINRA Series 7 and 66 (or Series 63 and 65) licenses along with Life and Health Insurance are requiredor the ability to obtain them within six months
Why work for us

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. Weve earned the Great Place to Work certification which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive our firm is more successful.


Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect integrity teamwork achievement and acceptance regardless of age disability education gender gender expression gender identity job level marital status military status national origin parental status pregnancy race religion sexual orientation socioeconomic status or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.