Internal Insured Solutions Consultant

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 Janney’s 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:

• Bachelor’s 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 required—or 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 employee’s 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 $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today 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 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. Fostering a positive workplace experience remains a top priority. We’ve 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 an equal opportunity employer and makes employment decisions on the basis of merit and business needs.