Responsibilities
Provide sales and pre-sales support to internal and external partners
Assist with product information, case support, and sales-related requests
Build and maintain effective working relationships across teams
Collaborate within a team environment to support sales initiatives
Deliver timely, professional, and accurate service to stakeholders
Apply problem-solving and critical-thinking skills to support the sales process
Qualifications
SIE passed and at least one relevant financial services license required
Required Skills
Strong communication and interpersonal skills
Customer-focused with an interest in sales and financial services
Ability to manage multiple priorities in a fast-paced environment
Preferred Skills
Prior experience in financial services, insurance, or sales support is a plus
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Provide sales and pre-sales support to internal and external partners
Assist with product information, case support, and sales-related requests
Build and maintain effective working relationships across teams
Collaborate within a team environment to support sales initiatives
Deliver timely, professional, and accurate service to stakeholders
Apply problem-solving and critical-thinking skills to support the sales process
Qualifications
SIE passed and at least one relevant financial services license required
Required Skills
Strong communication and interpersonal skills
Customer-focused with an interest in sales and financial services
Ability to manage multiple priorities in a fast-paced environment
Preferred Skills
Prior experience in financial services, insurance, or sales support is a plus
#J-18808-Ljbffr