Sales Support Specialist
Core
Support the life insurance pre-sale process and help the Sales & Distribution team achieve strategic priorities and sales goals through product information, case design, illustrations, and communications.
Role type
Sales Support Specialist
Builds
Life insurance products and sales enablement resources
Domain
Life Insurance / Financial Services
Deliverable
product features
Required skills
Sales acumen, customer service, problem solving, flexibility, willingness to obtain financial licenses
Preferred skills
Knowledge of financial services, FINRA SIE/Series 6/63 licenses, State Insurance Licenses, CLU/ChFC designations
Technologies
Case design tools, illustration software, CRM systems
Responsibilities
Provide product information and case design, create illustrations, manage outbound/inbound communications, support the new business and underwriting process
Seniority
Individual Contributor