Business Consultant
Overland Park, Kansas, United States of America
Sales
2500WD
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Lockton Affinity, LLC
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
Hybrid
Your Responsibilities
SUMMARY:
Lockton Affinity, in Overland Park, KS is searching for an Inside Sales Associate to join our team. The Internal Sales Associate role will drive sales and provide a professional, positive experience for advisors and clients.
This Associate will be responsible for the day-to-day management of advisors, including support on sales, servicing, strategic planning and technology needs. They will also provide a seamless experience when coordinating solutions with both internal colleagues and outside vendors.
The ideal candidate is highly service oriented, professional, detailed, organized, tech savvy and be able to maintain a positive attitude throughout the process.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Collaborate with the team to offer strategic planning expertise and consultative advice, including producing analyses and recommending changes.
- Engage in insurance case design (if applicable) and act as a consultation liaison.
- Troubleshoot and resolve issues encountered during the Sales and Underwriting (UW) process.
- Assist with the coordination and execution of marketing campaigns.
- Manage and document opportunities in the CRM system.
- Serve as a liaison between Case Designers, Case Managers, Contracting & Licensing, and the Client Experience Team.
- Maintain regular communication with advisors.
- Provide Life/Annuity In-force Policy Management support to sales teams.
- Facilitate point-of-sale meetings with advisors and clients as instructed.
- Train advisors on how to use websites and tools, ensuring a smooth onboarding process.
- Support insurance application processes, guiding advisors to ensure a positive client experience.
- Handle quote/illustration requests efficiently.
- Alert advisors about maturing annuities and offer solutions.
- Conduct weekly reporting on Pending, Paid, and Opportunities using Power BI.
Qualifications
- Bachelor’s degree in business or equivalent education and/or experience preferred but not required.
- Life and health license preferred.
- More than 2 years of experience and expertise in life, annuity, LTC, and disability client solutions including (variable, indexed, advisory, and fixed,
- hybrid) preferred but not required.
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
- Exceptional consultative, time management, and communication skills.
- Ability to work in a fast-pace, deadline driven department with shifting priorities.
- Ability to make decisions independently and act autonomously.
- Proficient in Microsoft Office software.
- Strong interpersonal and customer service skills.
- Ability to communicate effectively, both verbally and written.
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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