Sales Support Specialist - Retirement - Remote
Core
Support internal and external wholesalers in selling life insurance and annuity products by managing sales calls, product inquiries, and application tracking.
Role type
Sales Support Specialist (Financial Services)
Builds
Life insurance and annuity products for retail and wholesale channels
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
outbound/inbound calling, product illustration, sales campaign execution, application status tracking, system learning, problem solving, multitasking
Preferred skills
sales aptitude, growth mindset, attention to detail, strong communication
Technologies
internal sales systems, illustration tools
Responsibilities
Partner with wholesalers to drive territory sales via calls and meetings; assist with product inquiries and illustrations; collaborate on calling campaigns; monitor business/sales progress; serve as the go-to source for product information and service issues.
Seniority
Individual Contributor, entry-level to mid-level
