Inside Sales Support Specialist

Full Time
Boston, MA
$60,000 - $70,000 a year
Posted
Job description
Vaco Boston has partnered with our client to help fill an Inside Sales Support Specialist role.

Responsibilities:
  • Act as a partner and resource for our Regional Vice Presidents and Distribution Partners
  • Assist producers and key stakeholders with case design, life insurance product questions, literature requests, website assistance, competitive analysis and information gathering
  • Prepare illustrations in a timely, accurate manner
  • Follow up with key stakeholders to determine that illustrations meet their needs and help complete the sale
  • Maintain a proactive and supportive relationship with producers and back offices
  • Monitor applications through the underwriting process
  • Build solid relationships that supports teamwork
  • Document and track daily activity using our customer relationship management (CRM) tool.
  • Continually maintain knowledge of company's products, services, and processes, in addition to staying aware of industry news
  • Build and maintain strong relationships with colleagues and departments

Qualifications:
  • Bachelor's degree required
  • 2-4 years of experience within the financial services or insurance industry preferred
  • FINRA Series 6 and 63, State Insurance Licenses preferable.
    • Will need to acquire these licenses within four months of hire date
  • Understanding of insurance sales concepts, corresponding illustrations, and the underwriting process will be helpful
  • Insurance product knowledge and industry experience is highly regarded
  • Strong communication and problem- solving skills

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