DPL Financial Partners
  • Louisville, KY, USA
  • Full Time

Health Insurance, PTO, Paid Training


Sales Support Associate

(Position based in Louisville, KY)

The Opportunity:

Work for one of the country's hottest startups! DPL Financial Partners is a nationally recognized, award-winning company in the high-growth FinTech space. With a powerful mission to help people achieve lifelong financial security, we are upending the multi-trillion-dollar insurance industry by modernizing insurance and annuities. We've grown fast and are looking for smart, dynamic candidates to join our mighty team in Sales, Marketing, Operations, and IT. Are you the next DPL Rockstar? If you're a hard worker looking for opportunity, growth, mentoring and a high-energy, team-oriented experience, we may be just right for each other. Find out!

About Us:

DPL is the first Turnkey Insurance Management Platform for Registered Investment Advisors (RIAs), providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. Membership with DPL, allows advisors to better serve their clients more holistically with improved pricing and fiduciary implementation of insurance and annuities, ultimately delivering greater benefit to the financial plan and improving overall retirement outcomes.

Essential Responsibilities:

  • Contact new and existing customers from established leads database
  • Set appointments and participate in onboarding calls/meetings to inform B2B customers about DPL products and services
  • Maintain and monitor membership opportunities within the Salesforce platform
  • Raise the awareness and importance of annuities in a retirement portfolio by training and educating Registered Investment Advisors (RIA's)
  • Lead periodic follow-up calls, emails, or meetings with existing RIA members.
  • Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications
  • Partner with sales consultants to enhance territory management and product sales knowledge
  • Learn DPL's systems, sales model, and carrier products

Knowledge, Skills, and Abilities:

  • Possesses excellent work ethic and a strong desire to learn and succeed.
  • Communicates clearly and persuasively in positive or negative situations.
  • Active listener and gets clarification, as necessary.
  • Team player and can also work independently.
  • Ability to analyze complex or diverse information.
  • Quick learner with ability to apply product and market knowledge effectively.
  • Ability to build rapport, establish trust and ask questions to discover the client's business needs.
  • Organized, prioritizes, and plans work activities efficiently.

Education and/or Experience:

Bachelor's Degree or equivalent work experience.

Experience in the finance and/or insurance sector or with RIAs with a focus in account support or internal sales is a plus.

Compensation:

Competitive base of $40k + bonus+ benefits + training/development opportunities.

Computer Skills:

Proficient in Microsoft Office - Microsoft Word, Excel, and Power Point required.

Salesforce preferable.

Certificates, Licenses, Registrations:

Company Paid Certifications! FINRA (Financial Industry Regulatory Authority) Series 6 & 63 licensing must be obtained within specified period of hire.

Employment Type:

Full-time

About DPL Financial Partners

Headquarters--1906 Stanley Gault Parkway, Louisville, Kentucky 40223, United States of America

Website--www.dplfp.com

Founded in 2014, DPL Financial Partners has established its unique, financial footprint with an innovative solution to transform the relationship between insurance carriers and RIAs (Registered Investment Advisors). We consult with RIAs to help them strategically implement commission-free insurance solutions to ultimately provide greater client value. DPL also consults with insurance carriers to develop solutions that will support the growing market shift to a fee-only, fiduciary standard.


Job Type: Full-time

Benefits:

  • Health insurance
  • Paid time off
  • Paid training

Schedule:

Monday to Friday

Supplemental Pay:

Commission pay

Work Location: One location


#INDO


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DPL Financial Partners
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