Now Hiring - Sales Support Specialist, Annuities, Highland Capital Brokerage in Elm Grove, NY

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Life Insurance Opportunity in Financial Services

Sales Support Specialist, Annuities, Highland Capital Brokerage


Location: ALL LOCATIONS & REMOTE



Summary:

We have an opportunity for a Sales Support Specialist within Highland Capital Brokerage, a member of Advisor Group. The Sales Support Specialist will work alongside the Regional Vice Presidents in assisting financial advisors and independent agents with annuity business. The role will be responsible for helping increase overall annuity sales as well as working within the Ladenburg Product and Income Consulting (LPIC) team to create synergy within Highland Capital Brokerage. The Sales Support Specialist must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President or Product Consultant in the future.



Responsibilities:
Work with the annuity sales team by running annuity illustrations and case design in a timely manner (40%)
Assist advisors and sales team with carrier and product information, current rates/caps, fulfilling supply requests (20%)
Respond in a timely manner meeting company service levels) for all service and solicitation requests (20%)
Answer overflow calls from the phone queue (5%)
Assist with email campaigns and webinars by following up on engaged prospects and writing advisors (5%)
Assist sales team by prospecting, setting appointments and follow up meetings (10%)
All other duties as assigned


Education and License Requirements:
Bachelor's degree preferred, H.S. Diploma or GED certificate + Significant Practical experience will be considered
Life and Health License is required
Securities registered


Basic Requirements:
3 to 5 years previous work experience
1 to 3 years of financial services industry experience
Excellent written and oral communications
Excellent customer service motivation and abilities
Self-Motivated, possesses good problem-solving skills
Ability to multi-task and work requests to completion
Candidate must demonstrate strong willingness to learn
Ability to execute tasks in a timely manner
Requires Intermediate knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial knowledge and experience to help organizational development
Intermediate knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations
Ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations
Microsoft Office proficiency: ability to use the cross-functional features of its applications to enhance overall organizational efficiency
Preferred Requirements:
Series 6
MS Dynamics CRM proficiency


Current Employees and Contractors Apply Here