Sales Admin

Full-time | This is a Remote Opportunity

Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-efficiently through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect their financial futures. 

At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities. 

We are working to make universal life insurance simple, efficient, and accessible for everyone. Backed by top venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management and Conversion Capital, we are growing fast and looking for driven individuals to help our customers protect their loved ones and grow wealth.

About the Role

As a Sales Admin at Amplify, you will provide support to our Sales Team in all areas of the Sales Funnel. You will be responsible for carrier communication, policy changes, portal audits, data entry and management, and communication with both clients and our Sales Team. Your goal will be to contribute to our outstanding customer experience and achievement of sales targets.

You will leverage our platforms and carrier portals to audit data accuracy, liaise with the Sales Team to ensure timely deliverables, and outreach to clients to obtain outstanding requirements. You will be at the cutting-edge of combining technology, finance, and the human-touch to modernize and streamline the most opaque segment of the life insurance industry.

We are seeking an experienced and self-motivated sales admin professional who desires a fast paced environment, comprehensive training, and a supportive framework that paves the way for their success while they establish themselves at Amplify. To excel in this role, you should possess a strong motivation to not only meet but exceed your goals, and carry a positive attitude in all your endeavors. We provide full-time positions with the flexibility of remote work, and competitive base salary. Join us in shaping the future of life insurance for wealth creation!

Responsibilities

• Leverage our platform and carrier portals to generate reports, conduct audits, and enter data 
• Email management and carrier communication
• Assist the Sales Team by gathering outstanding client information in a timely manner via call, text, and email
• Partner with advisors, case managers, and delivery team members to drive customer conversion
• Supporting the Sales Team with compliance such as licensing
• Ensure sales targets are met and report any deviations
• Join and actively participate in team meetings and coaching sessions to improve technique and Amplify workflows 

Experience

• Bachelor's degree
• 1 years of sales admin experience 
• Excellent organizational and multitasking skills
• Ability to work under strict deadlines
• Strong communication skills and ability to articulate complex topics succinctly
• Experience leveraging CRM, Powerdialer, and other sales tools effectively
• Proactive, self-motivated with a drive to meet and beat objectives

Preferred Experience

• Familiarity with financial planning concepts and available tax-advantaged vehicles
• Interest in working weekend shifts occasionally
• Bilingual in English and Spanish

About Us

Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.

Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.

Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.