Related skills
communication financial services salesforce customer service insurance📋 Description
- Serve as a primary point of contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, and competitive positioning of retirement solutions
- Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking and analytics
- Act as a liaison between the home office and field wholesalers to ensure seamless execution
🎯 Requirements
- Strong verbal and written communication skills
- Analytical mindset to understand advisor needs
- Thrive in a fast-paced, team-oriented environment
- Willingness to quickly learn products, systems, workflows
- Must obtain SIE, Resident Life License, FINRA Series 7 & 63 within 120 days
- High initiative, work ethic, and accountability
🎁 Benefits
- Annual bonuses
- Long-term incentives (equity)
- Generous benefits package
- Sales incentives
- Professional development opportunities
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