Sales Support Specialist

Sales Support Specialist

Job Title: Sales Support Specialist – Life & Annuities

Department: Sales

Reports to: National Sales Director

Job Type: Full-Time

FLSA status: Non-exempt

Position Summary:

The Sales Support Specialist plays a vital role in driving sales growth and deepening relationships with independent agents and agencies. Working closely with the National Sales Director and the marketing team, this individual will provide proactive sales support, conduct product training, follow up on leads, and help agents identify the best solutions for their clients using our whole life and annuity products.

Job Responsibilities:

Sales Support & Development

• Partner with the National Sales Director to develop and execute business plans.
• Make outbound calls to appointed agents and agencies to generate awareness, promote campaigns, and drive production.
• Identify cross-selling opportunities (e.g., fixed annuity producers who could benefit from selling single premium whole life).

Agent Relationship Management

• Serve as daily point of contact for agents needing illustrations, product info, sales concepts, or case design assistance.
• Onboard and train newly appointed agents on products, processes and technology platforms.
• Deliver virtual product trainings, webinars, and support enrollment events.

Marketing & Lead Generation

• Support agent recruiting initiatives by sharing marketing materials, incentives, and onboarding resources.
• Coordinate with marketing to distribute important information, rate updates, and product enhancements.
• Track pipeline activity and follow up on leads, inbound interest, or past producers.

Operations and Reporting

• Maintain CRM data accuracy for agent communication, activity tracking, and sales forecasting.
• Provide weekly and monthly reporting on call activity, production trends, and sales opportunities.
• Assist with licensing, contracting, and application support as needed.

Success Factors:

• Highly organized, detail oriented, able to set priorities and work in a fast-paced environment, manage time effectively and multitask with daily interruptions.
• Solid decision-making and problem-solving skills.
• Self-motivated, strong work ethic, positive attitude and ability to take direction.
• High emotional intelligence, and exceptional verbal and written communication skills
• Must be able to demonstrate initiative to thoughtfully and fully research and follow-up on non-standard situations to ensure compliance with company policies and procedures.
• Strong analytical skills with an ability to work well independently.
• Proficient in Microsoft 365 (Outlook, Word, Excel, PowerPoint, OneNote, Power Automate, Power BI, SharePoint, and other Microsoft applications)
• Desire and ability to become proficient in a CRM, DocuWare, and Monday.com
• Ability to maintain confidentiality of sensitive information.

Qualifications:

• 2 years of experience in insurance sales, wholesaling, or financial services(life insurance or fixed annuities strongly preferred).
• Strong understanding of independent agent distribution and support structure.
• Excellent phone communication, presentation, and relationship-building skills.
• Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment.
• Proficient in CRM systems, Microsoft Office, and virtual presentation tools.
• Life & Health insurance license (or willingness to obtain within 90 days of hire).
• Ability to coordinate and plan events.

Physical Demands and Work Environment:

· The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the

essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

o Physical demands: Constant use of both hands, arms reaching handling/ grasping/fingering while keyboarding, using phone, calculator, and other office equipment, writing instructions, filing and performing other administrative

duties. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

o Work Environment: The noise level in the work environment is usually minimal.

Benefits:

• Competitive Pay
• Company contributions towards employee and dependent health, dental and life insurance plans
• Paid vacation and sick pay
• 401K Contribution
• Tuition Assistance
• Remote Work Opportunities
• 37-hour work week
• Potential for Quarterly Bonuses

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• insurance agency: 3 years (Required)
• Technical writing: 1 year (Required)

Work Location: Hybrid remote in Lake Bluff, IL 60044

Salary : $50,000 - $60,000