Sales Support

NFPNew York, NY
20h$88,000 - $125,000Hybrid

About The Position

The Sales Support position is an integral part of our team. The role is central within the organization and is responsible for supporting our salespeople and for producing high quality materials consistent with company branding and formatting. The individual in this position will participate in company-wide projects that involve working with different teams. This is an excellent opportunity for a motivated individual to contribute meaningfully to a growing business and gain valuable experience. The position is hybrid. During the first three months of employment, the individual will be expected to be in the office up to three days a week for training. After the initial three-month period, their schedule will be determined based on their manager’s discretion.

Requirements

  • Attention to detail
  • A high level of accountability and ownership of work
  • Ability to work on a fast-paced team with specific deadlines
  • Resourcefulness and ability to consult others to get a job done
  • Strong ability to prioritize tasks and manage time
  • A team-oriented, friendly collaborative attitude
  • Strong Microsoft Office skills, particularly PowerPoint and Excel
  • An active insurance license (Life and Health, LTC Certificate) or availability to obtain a license within three months.
  • When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Nice To Haves

  • Knowledge of HTML/SQL is a plus
  • Knowledge of Adobe Creative Cloud is a plus
  • CLU, ChFC Designation is a plus

Responsibilities

  • Develop and maintain key relationships with insurance carrier contacts
  • Manage pre-sale quoting and preparation of presentations for sales team
  • Support sales team by providing recommendations, answering questions and researching options
  • Update client/sales PowerPoint presentations
  • Compile and coordinate prospective client and marketing research
  • Create marketing materials
  • Research/Update/Develop statistics for presentations and enrollment materials
  • Prospect research (D&B, miedge/Zwayve, SPD search)
  • Create and maintain enrollment communications templates

Benefits

  • Office located in the heart of Lower Manhattan (Financial District)
  • Option to work remotely (equipment provided)
  • Full Benefits (Medical, Dental, Vision, Disability, etc.)
  • 401K Match
  • Paid time off and paid holidays
  • Education assistance program
  • Exclusive discount programs
  • Health and Wellness programs
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