Inside Sales Specialist
Core
Provide administrative and sales support to Sales Directors, associates, and MGA advisors by streamlining processes, managing communications, and driving business development initiatives.
Role type
Inside Sales Specialist (Sales Support)
Builds
Sales concepts, presentations, and business development materials for advisors
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams), digital communication platforms, data tracking, list management, stakeholder coordination
Preferred skills
Insurance industry experience, post-secondary studies in administration or finance
Responsibilities
Act as primary point of contact for administrative and sales support requests; process and direct requests with timely follow-up; coordinate responses with internal stakeholders; communicate business updates and sales initiatives to advisors and partners; manage inventory and distribution of sales materials; conduct follow-up activities for sales campaigns; track sales activities and outcomes; produce customized contact lists; maintain accurate advisor segmentation information.
Seniority
Individual Contributor