Internal Life Sales Specialist

HUB International•Providence, RI

23h•$55,000 - $70,000

About The Position

The Internal Life Sales Specialist is the primary point of contact for the sales team, partnering with SPG Life and Annuity’s external wholesalers and clients to drive activity and meet sales goals. The role provides proactive, consultative sales support and coordinates administrative activity related to leads, opportunities, case design, and potential new business. The specialist develops expertise in life insurance products, carriers, competition, and regulations; builds relationships with producers, prospects, and carriers; and provides education and client advocacy to support the end client’s financial security. This position supports sales through illustrations, sales concept design, product and procedure education, marketing materials, and consultative case-design recommendations. It coordinates complex cases with external wholesalers and the in-house Advanced Marketing Attorney, as well as medical issues with the risk appraisal team and other internal departments. The specialist participates in prospect and client meetings, maintains timely communication and proactive updates, tracks high-value sales activity, documents activity in the CRM, reviews forecasts and prospects, maintains reference materials, supports sales campaigns, and attends client events.

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 support their clients.
Ability to adapt to changes in workflow and prioritize requests to meet customer and business needs.
Collaborative approach to working with others to achieve results.
Trustworthiness, high ethical standards, and understanding of applicable laws, regulations, and company policies.
Customer-service orientation, with a commitment to exceeding client expectations and adding value with urgency.

Responsibilities

Provide direction and sales support, including illustrations, sales concept design, product and procedure education, and appropriate marketing materials.
Provide 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.
Coordinate with internal departments to assist producers with unique client or case circumstances.
Respond to client and producer inquiries accurately and promptly, and provide proactive updates as agreed.
Coordinate high-value sales activities with the external sales partner, track status, and review results consistently.
Recommend products to producers based on knowledge of carrier products and the insurance industry, and stay current on product changes and competitive advantages.
Document relevant sales activity in the CRM and regularly review sales forecasts and prospects with the external wholesaler.
Maintain reference materials, including product lists, core carriers, and insurance carrier key 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
Flexible spending account (FSA)
Health savings account (HSA)
401(k) accounts
Paid time off, including vacation, sick, personal, floating holidays, and company holidays
Eligible annual bonuses, equity, and commissions may be available for some positions
Structured training, licensing support, and ongoing development opportunities
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program
Community impact opportunities through HUB Gives
Career growth opportunities