We are seeking an
Internal Sales Support Specialist
to join a growing life insurance sales team. In this role, you will be the
primary point of contact for sales teams and financial advisors , assisting with case design, illustrations, product information, marketing materials, and new business and underwriting needs.
Key Responsibilities
Provide pre-sales support to financial advisors and internal sales teams
Build strong relationships with producers, back offices, wholesalers, and internal stakeholders
Create and review illustrations and sales materials to help close business
Collaborate in a fast-paced, team-oriented environment
Problem-solve and resolve issues independently while ensuring accurate and timely service
Requirements
SIE passed (required)
At least one FINRA license (Series 6 preferred; Series 7 acceptable; additional licenses a plus)
Excellent communication skills (phone and written)
Strong customer service and sales support skills
Authorized to work in the U.S.
Willingness to work in Boston, MA (hybrid)
Series 63 or Massachusetts Insurance License
Financial services or insurance experience
#J-18808-Ljbffr
Internal Sales Support Specialist
to join a growing life insurance sales team. In this role, you will be the
primary point of contact for sales teams and financial advisors , assisting with case design, illustrations, product information, marketing materials, and new business and underwriting needs.
Key Responsibilities
Provide pre-sales support to financial advisors and internal sales teams
Build strong relationships with producers, back offices, wholesalers, and internal stakeholders
Create and review illustrations and sales materials to help close business
Collaborate in a fast-paced, team-oriented environment
Problem-solve and resolve issues independently while ensuring accurate and timely service
Requirements
SIE passed (required)
At least one FINRA license (Series 6 preferred; Series 7 acceptable; additional licenses a plus)
Excellent communication skills (phone and written)
Strong customer service and sales support skills
Authorized to work in the U.S.
Willingness to work in Boston, MA (hybrid)
Series 63 or Massachusetts Insurance License
Financial services or insurance experience
#J-18808-Ljbffr