Product Engineer Sales Consultant

Product Engineer Sales Consultant

The James Allen Companies Inc.


Our client is a disrupter in the annuity space and is seeking a dynamic, highly motivated sales professional with a financial services background to join our firm. In this role, you will need to have a deep understanding of the sales process and dynamics, and superb interpersonal skills with a high level of self-awareness.

Essential Duties and Responsibilities

  • Hit or exceed Monthly Sales Goals
  • Prospect (phone, email, social) for new Member firms to join our Platform
  • Hit or exceed daily contact goals and appointments
  • Provide Dynamic Sales Presentations to prospective Members
  • Provide Education to Member Firms within territory to drive product sales
  • Run on-boarding calls/meetings to ensure proper introduction to team and services
  • Attend industry conferences to promote company
  • Maintain and monitor opportunities in Salesforce
  • Team player with excellent communication skills. Must be able to work in a dynamic and fast-paced environment

Supervisory Responsibilities

This job has no supervisory responsibilities.


To perform the job successfully, an individual should demonstrate the following competencies:

Job Knowledge – Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.

Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Consultative Selling – Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.

Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s Degree from an accredited college or university. 3-5 years of experience in the Life Insurance sector with demonstrated success selling Annuities. Working with clients at a Financial Advisory Firm and Permanent Life Insurance experience is a plus. Professional Sales Process training is a plus (Solution Selling, SPIN, Sandler, etc).

Computer Skills

Proficient in Microsoft Office – Microsoft Word, Excel, and Power Point required. Salesforce, Pardot, preferred.

Certificates, Licenses, Registrations

Life insurance license highly preferred, Health insurance license preferred.

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