Investment Sales Support Senior Specialist

About the role

The Sales Support Investment Senior Specialist plays a pivotal role as a sales coach for field advisors and educates on case consultations while continuing to develop expertise. The role supports all aspects of a sale, from proper financial planning to appropriate product selection, while considering the prospect’s circumstances, current owned products, IRS Code and Treasury Regulations, product features and limitations, and product competition.

This role provides expertise spanning Annuity Products, and potentially Brokerage Products and Advisory Products, with guidance on financial planning areas across qualified and non-qualified markets.

Responsibilities

• Enhance advisor engagement by delivering annuity and investment product education and training within financial planning concepts through inbound phone consultations.
• Advise financial representatives on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.
• Conduct analysis of prospect statements and competitors’ products, providing guidance and expertise.
• Serves as a Subject Matter Expert in one product line while maintaining proficiency in another and broad cross-training across multiple product and business topics.
• Independently resolves approximately 80% of complex cases while developing the knowledge, skills, and competencies required to serve as a Trainer, including supporting team learning, coaching, and knowledge-sharing initiatives.
• Provide consultative support to the field on topics and scenarios, proposing effective, needs-based solutions.
• Begin developing the ability to weave technical issues together involving IRS Code, proper financial planning, product features and limitations, competitors’ products, practice management, and operations.
• Identify and bring forward ways to collaborate across departments and divisions to align with team goals and contribute to impact