A Dynamic Team
Financial Services
SalesSupportSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Support Specialist at A Dynamic Team. Skills: Sales process, Product information, New business process, Underwriting process. Support Insurance pre-sale process. Achieve strategic priorities”
What You'll Achieve.
Help Sales & Distribution team achieve goals
Industry & Context.
Problem solve
What They're Looking For.
Must Have
Acquire licenses within 4 months of hire, Pass at least one FINRA exam within 10 weeks
Nice to Have
FINRA SIE, Series 6, 63, and State Insurance Licenses, Knowledge of financial services
What You'll Do.
Support Insurance pre-sale process
Achieve strategic priorities
Handle product information
Manage outbound communications
Manage inbound communications
Support new business process
Support underwriting process
Utilize tools and resources
How You'll Work.
Team & Collaboration
Support Sales & Distribution team
Communication Scope
Phone demeanor
Full Job Description
The Sales Support Specialist is an exciting opportunity for individuals to join a dynamic team in a company that’s transforming the life insurance business with customer solutions like our innovative wellness program, Vitality, that supports our mission to make life insurance easier to buy, and fun to own. Incumbents will gain life insurance knowledge and technical expertise and be a part of a team that is critical in supporting the Insurance pre-sale process and helping the overall Sales & Distribution team achieve strategic priorities, initiatives, and sales goals. This role will focus on a variety of topics relating to the life insurance sales process, including product information, case design, illustrations, outbound/inbound communications, the new business and underwriting process, and various tools and resources. **Who are we looking for?** * Driven individuals that are eager to impact the sales process. * Team players that enjoy working together on solutions that will impact our producers’ and customers’ lives. * Willingness to learn and commit to study to achieve the necessary licenses. * Eager learners that want to join us in transforming the life insurance industry. * Excited colleagues that make working together fun and productive. * Have a passion for the value we provide to our producers and customers. * Customer-centric mentality. * Excellent phone demeanor, strong sales acumen, and customer service skills. * Ability to problem solve and be flexible. * Knowledge of financial services is a plus! **License Requirements:** * FINRA SIE, Series 6, 63, and State Insurance Licenses, preferred. Will need to acquire licenses within 4 months of hire. Must pass at least one FINRA exam within the first 10 weeks of hire. **These licenses are a requirement of the role and need to be acquired in the outlined timeframes to remain in the Sales Support Specialist role.** **What else does this role offer?** * FINRA and State Insurance license exam study materials. * Rei
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