Life Insurance Sales Support Associate

Job Summary

A company is looking for a Sales Support Associate to engage with financial advisors regarding life insurance and related products.

Key Responsibilities

• Make high volume outbound calls to secure appointments with prospective and existing advisors
• Cultivate client relationships and provide relevant product information to advisors
• Document conversations and outcomes in the Salesforce CRM system

Required Qualifications

• Bachelor's degree preferred in financial services or related field, or significant practical experience
• Willingness to obtain Life and Health Insurance License
• Customer service experience or mindset
• Effective time management skills
• Ability to work both independently and in a team environment