About this role

Responsible for making sure all information is gathered accurately and efficiently
Ability to support our Direct Sales Team for sales efforts such as sorting sales inbox, checking on license and CE, and quoting assistance
Point-of-sale calls/meetings (direct to consumer, Insurance specialists and their clients)
Act as “subject matter expert” for all-things LTC Insurance for our clients
Conduct meetings, and phone calls with advisors or working with clients individually
Data entry to assist New Business Processing team with incoming applications
Occasional potential for marketing opportunity to send drip emails / announcements out to our clients

2+ years sales experience wholesaling in the Life, LTC or Hybrid Life + LTC Insurance industry
Prior point-of-sale experience
Proven ability to build strong relationships
Excellent presentation skills
Expected to maintain a thorough knowledge of existing, new and enhanced products
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Diligent follow-up skills
Ability to communicate clearly in both written and oral communications
Must hold a valid Insurance license in state of residence

Part-Time Sales Support Specialist

Key skills