A Dynamic Team

Financial Services

SalesSupportSpecialist

$62–62k Boston, Massachusetts, United States; Lawrence, Massachusetts, United States; Lynn, Massachusetts, United States; Chelsea, Massachusetts, United States; Fall River, Massachusetts, United States; Springfield, Massachusetts, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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

Free ATS check

Applying for this Sales Support Specialist role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about A Dynamic Team?

Real rants from real employees. Read before you apply.

Read Company Rants →