Internal Life Sales Specialist

Hub International Insurance•Providence, RI

11d

About The Position

The Internal Life Sales Specialist is the primary touch point for the sales team, partnering with SPG Life and Annuity’s external wholesaler team and clients to drive activity and meet sales goals. The specialist provides proactive, consultative support and coordinates administrative activity related to sales leads, opportunities, case design, and potential new business. The role develops expertise in life insurance products, carriers, competition, and the regulatory environment; builds relationships with producers, prospects, and insurance carriers; and provides education and advocacy on clients’ behalf to support the end client’s interests. The position has a direct impact on clients’ financial security. SPG Life and Annuity is a life insurance and annuity brokerage general agency serving financial institutions and individual financial advisors. The role is part of its Sales department. Core hours are Monday through Friday, 8:30 a.m. to 5:00 p.m. The expected salary range is $55,000–$70,000, depending on factors including skills, experience, working location, and the position’s business line, scope, and level.

Requirements

Strong commitment and desire for sales success and exceeding goals.
Strong written and verbal communication skills, including the ability to explain complex concepts clearly and concisely.
Strong listening skills and the ability to influence brokers to better serve their clients.
Ability to adapt to workflow changes and prioritize requests according to customer and business needs.
Collaborative approach to working with others to achieve results.
Trustworthiness and high ethical standards, with an understanding of applicable laws, regulations, and company policies.
Customer-service orientation, with a focus on exceeding client expectations, adding value, and responding with a sense of urgency.

Nice To Haves

Passion, drive, and ambition to build transformational relationships and achieve sales success.
Understanding of life insurance products, carriers, competition, and the regulatory environment, or the ability to develop that expertise.

Responsibilities

Provide sales direction and support, including illustrations, sales concept design, product and procedure education, and appropriate marketing materials.
Offer consultative recommendations and case-design solutions focused on customer needs.
Coordinate and participate in complex case design with the external wholesaler and in-house Advanced Marketing Attorney.
Participate in prospect and client meetings or calls.
Coordinate client medical issues with the in-house risk appraisal team.
Work with internal departments to assist producers with unique client or case circumstances.
Respond to client and producer inquiries accurately and promptly, providing proactive updates as agreed.
Coordinate high-value sales activities with the external sales partner, track status, and regularly review results.
Recommend products to producers based on a deep understanding of carrier products and the insurance industry, and stay current on product changes and competitive advantages.
Document sales activity in the CRM and regularly review sales forecasts and prospects with the external wholesaler.
Maintain reference materials such as product lists, core carrier information, and insurance carrier contacts.
Participate in sales campaigns to enhance and grow revenue.
Attend SPG Life and Annuity client events.

Benefits

Comprehensive health, dental, vision, life, and disability insurance may be included in the total compensation package.
Flexible spending account (FSA) and health savings account (HSA) options.
401(k) accounts; the company also describes retirement savings matching.
Paid time off, including vacation, sick, personal, floating holidays, and company holidays.
Paid parental leave.
Wellbeing program.
Structured training, licensing support, and ongoing development opportunities.
Company-paid life and disability plans.
Eligible annual bonuses, equity, and commissions may be available for some positions.
Community impact opportunities through HUB Gives.