Internal Sales Consultant (ISC) – Phoenix

Position Overview:

  • This role is entitled a consultant because the ISC works directly with SVPs, Producers and Advisors as a primary focus. ISCs are consultative and masterful communicators; organized, infinitely coachable and resilient.
  • The ISC is more proactively focused on producer connectivity vs. technical case design and as a result should focus more time and attention on producer interactions, driving sales activity and revenue.
  • However, the ISC will provide case design support. The extent to which they do this will vary based on the number of SVPs they support and the makeup of SVPs as a total in each office.
  • The ISC is an individual who has a keen interest in sales. This associate is considered the second line of support to the SVP by A and B producers.  C and D producers may consider this individual their primary contact.  These individuals may grow into roles such as an ASVP or external SVP.

Primary Responsibilities:

  • Partner with the assigned SVPs to proactively work with A, B, C & D clients to drive sales activity
  • Work closely with the assigned SVP to develop and execute their business plan (where applicable)
  • Identify sales opportunities within the assigned SVP’s existing block of business and contact those producers to generate follow-up activities for the SVP (where applicable)
  • Schedule appointments for assigned SVPs (where applicable)
  • Fulfill case design requests (SVP, Producer and Advisor Connected)
  • Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
  • Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
  • Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
  • Make recommendations on appropriate products and concepts based on client needs
  • Answer application-specific questions with our Producers
  • Send applications to our Producers (where applicable)
  • Facilitate weekly sales support discussions to ensure all are informed
  • Work with our Producers to promote and assist their access to technology
  • Input new brokers into CRM, as needed
  • Generate illustrations based on the specific case request and log in CRM
  • Produce revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
  • Create initial opportunity in CRM as required by the SVP
  • Store illustrations in consistent manner
  • Complete and Follow Up on In-Force Illustration Requests as needed
  • Stay informed on available website and collateral material
  • Proactively follow-up with advisors on illustrations previously run to generate appointments for the SVP to meet as needed
  • Other tasks as assigned by Managing Principal

Minimum Requirements/Qualifications:


  • Bachelor’s degree in financial services, or related field, or equivalent experience.


  • 3-5 years of relevant hands-on experience


  • Life and Health License (required), Series 6 (required or completed shortly after hiring)

Required Skills

  • Excellent written and oral communications
  • Excellent customer service motivation and abilities
  • Self-Motivated, possesses good problem-solving skills
  • Ability to multi-task and work requests to completion
  • Candidate must demonstrate strong willingness to learn
  • Ability to execute tasks in a timely manner
  • Must be Bilingual in Spanish

Desired Skills

  • MS Dynamics CRM proficiency

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