Sales Support Specialist
Russell Tobin, Boston, MA, United States
Internal Sales Support Specialist
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) Nice to Have
Series 63 or Massachusetts Insurance License Financial services or insurance experience
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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) Nice to Have
Series 63 or Massachusetts Insurance License Financial services or insurance experience
#J-18808-Ljbffr