Sales Support Specialist - Retirement - Remote

About the role

Our Sales Support Specialists play a key role in the success of our Retirement Division. In this position you'll collaborate with our Internal and External Wholesalers as they establish and build our life insurance and annuity products. Many of them started as Sales Support Specialists and were promoted into the Wholesaler roles as this is a team that strongly believes and follows a promote from within approach. We are hiring year-round for this role and we're always looking for great Sales Support talent to join our team remotely.

Responsibilities

• Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
• Aid with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
• Collaborate on calling campaigns to launch new products and identify new sales opportunities
• Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
• Be the go-to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues

Requirements

• High school diploma required, Bachelor's degree or equivalent experience preferred
• Ability to pass a criminal background check and credit check
• An aptitude for sales and desire to grow into an advanced sales role
• Strong communication skills and a stickler for attention to detail
• Ability to obtain required licensing if not already in hand within 2-4 months of start date
• Outstanding service orientation, sense of urgency and a high-level of personal integrity
• Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers

Qualifications

• Life and Disability license to be completed within the first week of start date
• Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
• Series 6 -- Investment Company and Variable Contracts Products Representative Qualification
• Series 63 -- Uniform Securities State Law

Skills

• Ability to learn systems quickly
• Problem solving, thinking quickly and multitasking
• Phone skills, both outbound and incoming
• Ability to obtain required licensing within 2-4 months of start date

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan with immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Community involvement with company matching

Pay

Hourly Range: $22.00 – $36.23 plus eligibility for annual bonus program

Schedule

Remote-first arrangement