Sales Advocate supporting the pre-sale process by collaborating with Financial Professionals and providing sales support. Responsible for reporting and relationship-building to enhance business outcomes.
Responsibilities
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.
Support pre-sale process by working with Financial Professionals, Field Wholesalers, Internal Wholesalers, Internal Partners, and Management.
Assist in the onboarding process, follow up after client meetings, enter required information into CRM, and build relationships that contribute to repeatable business.
Promote digital options such as E-Application, DocuSign, and E-Delivery, conduct E-Application demos, and participate in team education series.
Deliver sales support by providing reports to Life Wholesalers, understanding sales goals, and keeping the pipeline full.
Provide administrative support to RVP/FVP when needed and identify process improvements.
Requirements
Knowledge of life insurance products, the life insurance industry and procedures gained through 5+ years of experience in or through a combination of experience and coursework.
Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, Outlook).
Excellent written and communication skills.
Strong organizational skills to perform administrative functions.
FINRA registration may be required if business need arises.
Experience in the life insurance process (minimum 5 years)
Experience with presentations in person, on ZOOM or other platforms (minimum 5 years)
Background in customer service (minimum 5 years)
Background in sales
Self-starter & driven to succeed
Detail oriented
Able to manage through complex situations
Solid influencing abilities
Demonstrates patience
Demonstrates urgency
Benefits
Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation.
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