Sales Support Specialist II

Security Benefit Business Services / Everly Life•Topeka, KS

5d•Hybrid

About The Position

As a Sales Support Specialist II, you will serve as an important individual contributor to the Operations Team at Security Benefit. You will research and analyze problems and escalations to determine accurate and prompt resolution of issues, relay necessary information and status updates, address general inquiries, and provide issues resolution. Additionally, this position may provide dedicated onboarding support by delivering personalized services for book rolls and blocks of business. The Sales Support Specialist II reports to the Operations Team Lead and is based in our home office in Topeka, Kansas. SB associates work in a hybrid environment with both remote and on-site work.

Requirements

2–4 years of experience in a Service or Administration environment; project management or client services experience preferred
Financial and investment management industry experience
Ability to work independently with strong initiative, motivation, and excellent follow-through
Strong customer service and relationship-building skills; ability to interact positively with all levels of staff and management
Willingness to develop a broad understanding of products, services, policies, procedures, regulations, and laws
Team player who enjoys collaboration and can facilitate the resolution of issues
Strong problem-solving and analytical skills
Effective written, oral, and interpersonal communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
Ability to handle multiple priorities

Nice To Haves

Bachelor’s Degree in Business or a related field preferred

Responsibilities

Partner with Sales associates to ensure service and administrative problems are identified and expeditiously resolved; serve as administration and operations subject matter expert (SME)
Provide superior “concierge service” support and assistance as the liaison between sales associates/financial representatives and internal departments for identified representatives/relationships
Monitor and track contracts through the sales cycle for high valued and re-activated producers
Communicate Security Benefit contract workflow processes with Sales associates and serve as SME for administrative and operational support
Research pending contract issues including reviewing contracts to ensure they are in good order, following up with LOA paperwork, and checking processing for any potential contracts not in good order (NIGO)
Provide weekly reporting of Submitted, Received, and Pending contracts to high-profile advisors
Deliver solutions to resolve emerging service gaps and advise constituents on trends and corresponding solutions
Partner with service and administrative associates to provide the highest level of support to sales professionals
Identify, develop, and execute continuous improvement opportunities

Benefits

Competitive salary and annual incentive bonuses
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance)
Paid parental leave after 90 days of service
Comprehensive medical, dental & vision insurance
401(k) with company match
Profit Sharing & Savings Plan
Short- and Long-Term Disability Insurance
Flexible Spending Accounts for medical and dependent care
Life Insurance
Educational assistance
Associate assistance programs