North Carolina Licensed Sales Associate

Job Summary

Supporting financial advisors in a hybrid or remote capacity, the full-time North Carolina Licensed Sales Associate will handle inbound calls regarding annuity and life insurance solutions, providing accurate information and enhancing advisor relationships while identifying sales opportunities.

Key responsibilities

• Answer and document inbound calls from financial advisors, ensuring exceptional service and accurate information delivery
• Support new business submissions by understanding licensing and application requirements, facilitating the sales process
• Identify sales opportunities and collaborate with the Internal Wholesaler to advance these opportunities effectively

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 in a fast-paced environment
• Ability to communicate clearly and build relationships with financial advisors and colleagues