Sales Support Coordinator
Core
Entry-level sales support role handling inbound/outbound calls to financial advisors to promote life insurance and annuity products.
Role type
entry-level sales support coordinator
Builds
inbound sales queue volume and wholesaler activity for life and annuity products
Domain
insurance / financial services
Deliverable
product features | client delivery
Required skills
inbound/outbound calling, lead qualification, product education, database management, relationship building
Preferred skills
Bachelor's degree, sales/industry experience, Series 6/63/Life licenses
Technologies
Protective databases
Responsibilities
Answer inbound sales calls, make outbound calls to financial advisors, pass qualified leads to wholesalers, fulfill requests for product illustrations and marketing materials, maintain advisor profile information in databases
Seniority
Entry-level, self-starter