North Carolina Licensed Internal Sales Associate

Job Summary

Supporting financial advisors, the full-time North Carolina Licensed Internal Sales Associate will handle inbound calls regarding annuity and life insurance solutions, providing exceptional service and identifying sales opportunities, with the flexibility to work in a hybrid or remote environment.

Key responsibilities

• Answer and document inbound calls from financial advisors, delivering accurate information and exceptional advisor experiences
• Support new business submissions by understanding licensing, training, and application requirements
• Identify sales opportunities and collaborate with the Internal Wholesaler to advance client financial plans

Required qualifications

• Bachelor's degree or equivalent relevant experience; a degree is preferred
• FINRA SIE, Series 6 or 7, Series 63, and applicable state life insurance license with variable line of authority preferred but not required at hire
• Passion for learning and building a career in sales
• Strong organizational and time-management skills
• Ability to communicate clearly and build relationships with financial advisors and colleagues