Sales Support Specialist

Job Summary

A company is looking for a Sales Support professional to assist with managing and facilitating the execution of life insurance sales processes.

Key Responsibilities:

• Manage life insurance cases from referral to policy placement
• Provide high-quality customer service and advocate for clients
• Assist with pipeline management and in-force policy management

Required Qualifications:

• Experience in the life insurance or financial services industry
• Life & Health Insurance License obtained within 120 days of hire
• FINRA Series 6 & 63 Securities Licenses obtained within 120 days of hire
• High school diploma or GED
• Windows-based software experience