Sales Support Associate – Ssa – Hcb
| Company | Osaic |
|---|---|
| Location | Birmingham, AL, USA, Scottsdale, AZ, USA, Atlanta, GA, USA, Papillion, NE, USA, St. Petersburg, FL, USA, Woodbury, MN, USA |
| Salary | $45000 – $50000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Strong written and verbal communication skills.
- Passion for customer interaction and a sales-oriented mindset.
- Ability to work closely with other job families supporting the Sales Teams.
- Collaborator with a sense of urgency and diligence.
- Strong organizational skills and flexibility to respond to varying customer needs.
- Ability to work as part of a cohesive national team.
Responsibilities
- Manage a high volume of new and revised illustration requests, in a timely and accurate manner, assuring accuracy, timeliness, and adherence to any applicable institutional or customer compliance guidelines.
- Streamline the application process by prefilling applications based on data provided by Business Development Associates and process DocuSign requests.
- Log all activity in Salesforce and create contact records and opportunities as required.
- Confirm data integrity while scrubbing contact records, and store illustrations based on established protocols.
- Maintain broad knowledge of life insurance products, carrier illustration software, marketing resources, and sales concepts.
- Conduct a high volume of outbound calls to curated lists of prospective and existing licensed advisors tied to Sales Teams to generate leads and secure appointments.
- Proactively begin foundational education on products, industry terminology, all internal systems and rules of the road and engage with Highland customers.
- Educate prospective and existing customers on new products and planning initiatives with the goal of securing appointments for all Sales personnel.
- Establish credibility and build rapport with key stakeholders (producers, back offices, internal counterparts, carrier and strategic partner resources, and Highland associates).
- Identify opportunities while making outbound calls to educate potential customers to help them grow sales, resulting in setting appointments for Highland Sales Teams.
- Follow up with stakeholders to ensure illustrations meet their needs and help complete sales.
- Facilitate timely and accurate responses to requests, including updates from New Business, Commissions, or Broker Contracting teams.
- Communicate actively with internal counterparts to facilitate efficient workflow and load balancing and demonstrate teamwork by offering support to other Highland Sales Resources as needed.
- Perform miscellaneous clerical duties, special projects, and reporting.
- Begin the process to become licensed to sell or solicit life insurance, annuities, and/or other insurance products in your designated state by completing any pre-licensing courses, and applying for a license with the state insurance department.
Preferred Qualifications
- Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
- Obtaining state Life & Health Insurance License (after hire) and completion of required pre-licensing courses.