Internal Sales Specialist (Out of State Focus)

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Title:                       Internal Sales Specialist (Out of State Focus)
Reports To:              Vice President of Sales and Marketing
Department:           Field Services
FSLA Status:           Exempt
Union Status:         Non-union


The Internal Sales Specialist (ISS) provides excellent customer service by working with out of state school districts and staff representing the WEA Member Benefits’ (Member Benefits) personal insurance and financial service programs. The Internal Sales Specialist is responsible for researching,  planning and generating new contacts, lead generation and sales opportunities. Additionally, the ISS will help to develop strategies for approaching Out of State (OOS) school districts and eligible members.  The ISS may aid in enrolling individuals in OOS 403(b) and IRA accounts during times of peak demand.


70% – Member Benefits Internal Sales Specialist:

  • Research, prospect and schedule potential groups, states or school districts for participation in business relationships such as 403(b) plan services, individual IRA programs, and insurance programs
  • Act as the internal sales liaison with school districts, union personnel, affiliated groups on all available OOS & national products and programs
  • Work with Field and RIS management and with marketing communications to execute strategic plans for out of state growth.
  • Schedule, coordinate, and promote meetings with eligible groups and leaders.
  • Work critical publics to serve their program needs and to enhance program participation.
  • Analyze Power BI data to identify and prioritize target potential partners and states.
  • Assist in set up and monitoring all metrics involved in OOS reporting. 

20% Member Benefits Enrollment Growth:

  • Inform and educate potential participants about the benefits of Member Benefits’ OOS products and services via phone, virtual meetings and email.
  • Direct groups interested individuals with online enrollment.
  • Determine whether groups and individuals meet eligibility guidelines.
  • Work effectively with other consultants to meet the corporate sales/growth goals.

10% Product Improvements:

  • Monitor and report metrics, participants’ needs, and competitive pressures in the industry.
  • Additional special projects as assigned.

Required Experience and Knowledge

  • 1 year of experience in Financial Services, Marketing or related field.
  • Commitment to excellence in member service and other Member Benefits values.
  • Excellent consultative selling skills.
  • Ability to obtain FINRA Series Industry Essentials (SIE), Series 6, 63, license within twelve months of employment.
  • Ability to obtain Wisconsin life/health license within six months of employment.
  • Proficient in Microsoft Office Suite.

Abilities Required

  • High communication and organizational aptitude.
  • Desire to help public educators and their families achieve financial wellness and preparation for retirement.
  • Education, financial services, or business experience.
  • Must be able to work effectively in a team environment. Excellent verbal communication skills, including the ability to communicate sensitively, persuasively, and effectively with individuals.
  • Commitment to excellence in customer service, productive working relationships, diversity, and other company values.
  • Ability to collect, logically organize, and analyze data (including the ability to interpret guidelines accurately and make appropriate decisions); research and analyze problems objectively from multiple perspectives (including reaching sound conclusions and making appropriate decisions and recommendations).
  • Excellent written communication skills, including the ability to compose clear, concise, and persuasive correspondence and narrative reports that communicate messages consistent with Member Benefits’ policies, plans, and provisions using appropriate spelling, tone, grammar, and word usage.
  • Excellent verbal communication skills, including the ability to cold call and schedule conference calls, meetings and webinars.
  • Ability to establish, monitor, and achieve goals with minimal supervision and effectively organize, prioritize, and carry out work independently.
  • Ability to work cooperatively with others to develop and implement solutions that achieve mutually desired results and to work as a constructive member of a team.
  • Ability to use word processing software (Microsoft Word preferred), CRM, presentation software (PowerPoint preferred), or similar programs.
  • Excellent organizational skills, including the ability to effectively and competently handle multiple priorities simultaneously and the flexibility and ability to quickly adapt to changes.
  • Strong attention to detail.

Preferred Experience, Knowledge, and Abilities

  • Knowledge of Retirement investments plans, Social Security (SS), and financial planning concepts orthe willingness and the ability to gain.
  • Proven ability to execute business strategies and be accountable for results.
  • Successful insurance and/or financial sales experience.
  • Experience working with school district administrators, school personnel and business officials.
  • Associate’s degree or equivalent experience preferred.

Physical Demands and Work Environment

These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.

  • Work is primarily performed in an office environment with minimal exposure to injury.
  • Must be able to lift and move up to 55 pounds including display booth, backdrop, and boxes of promotional materials.
  • Ongoing daily use of computers and telephone.
  • Walk, sit, stand, bend, climb, and use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk, hear, read, count, and write.
  • Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus.
  • This position may require occasional travel.  Must have a valid Wisconsin driver’s license and satisfactory driving record.
  • Must be able to work with frequent interruption.
  • Low to moderate noise level.

To apply

To apply for this position, please fill out the online application.

Apply online


Questions? Email us.