Sales Support Specialist
About The Position
The Sales Support Specialist is an exciting opportunity for individuals to join a dynamic team in a company that’s transforming the life insurance business with customer solutions like our innovative wellness program, Vitality, that supports our mission to make life insurance easier to buy, and fun to own. Incumbents will gain life insurance knowledge and technical expertise and be a part of a team that is critical in supporting the Insurance pre-sale process and helping the overall Sales & Distribution team achieve strategic priorities, initiatives, and sales goals. This role will focus on a variety of topics relating to the life insurance sales process, including product information, case design, illustrations, outbound/inbound communications, the new business and underwriting process, and various tools and resources.
Requirements
- Willingness to learn and commit to study to achieve the necessary licenses.
- Must pass at least one FINRA exam within the first 10 weeks of hire.
- These licenses are a requirement of the role and need to be acquired in the outlined timeframes to remain in the Sales Support Specialist role.
- Excellent phone demeanor, strong sales acumen, and customer service skills.
- Ability to problem solve and be flexible.
Nice To Haves
- Knowledge of financial services is a plus!
- FINRA SIE, Series 6, 63, and State Insurance Licenses, preferred.
- Will need to acquire licenses within 4 months of hire.
Responsibilities
- Support the Insurance pre-sale process.
- Help the overall Sales & Distribution team achieve strategic priorities, initiatives, and sales goals.
- Focus on a variety of topics relating to the life insurance sales process, including product information, case design, illustrations, outbound/inbound communications, the new business and underwriting process, and various tools and resources.
Benefits
- FINRA and State Insurance license exam study materials.
- Reimbursement of any fees associated with the State Insurance Licenses or license renewals.
- Resources for any continuing education requirements associated.
- Opportunities to develop a wide breadth of industry knowledge and technical expertise.
- Opportunity to obtain industry designations, such as the CLU® or ChFC®.
- Exposure to numerous internal teams helping to support the life insurance pre- and post-sale process.
- Opportunity to work in a collaborative, large team environment.
- Promotion opportunities within the Team and in the company.
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
- various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
- up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
- full range of statutory leaves of absence.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
