Sales Assistant II
About The Position
Sales Assistant II Virtual: This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law. The Sales Assistant II is responsible for advanced administrative support to Group or Individual sales force. How will you make an impact: Provides phone support. Processes mail and maintains supplies. Prepares and logs proposals. Researches and resolves moderately complex claim and benefit issues. Assembles and distributes open enrollment packets. Gathers, inputs, and tracks sales data. Generates sales reports.
Requirements
- High school diploma or a GED equivalent.
- Minimum of 3 years of related experience; or any combination of education and experience which would provide an equivalent background.
Nice To Haves
- Strong administrative and organizational skills, with the ability to prioritize multiple tasks in a fast-paced sales environment
- Excellent verbal and written communication skills, including professional phone etiquette and internal/external correspondence
- High level of attention to detail when preparing proposals, logging activity, and maintaining documentation
- Proficiency in data entry, tracking, and reporting, with experience generating and interpreting sales reports
- Strong problem-solving skills and the ability to follow issues through to resolution
- Effective time management skills and the ability to meet deadlines with minimal supervision
- Proficiency with Microsoft Office tools (Excel, Word, Outlook) or similar business software
- Ability to work both independently and collaboratively with sales, claims, and operational teams
Responsibilities
- Provides phone support.
- Processes mail and maintains supplies.
- Prepares and logs proposals.
- Researches and resolves moderately complex claim and benefit issues.
- Assembles and distributes open enrollment packets.
- Gathers, inputs, and tracks sales data.
- Generates sales reports.
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
- medical
- dental
- vision
- short and long term disability benefits
- 401(k) +match
- stock purchase plan
- life insurance
- wellness programs
- financial education resources
- paid holidays
- Paid Time Off
- incentive bonus programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
