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[Remote] Sales Support Specialist - Retirement - Remote

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance. They are seeking a Sales Support Specialist to play a key role in the success of their Retirement Division by collaborating with wholesalers and assisting with various sales support tasks.

Responsibilities

  • Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
  • Assist with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
  • Collaborate on calling campaigns to launch new products and identify new sales opportunities
  • Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
  • Be the go to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues

Skills

  • Ability to pass a criminal background check and credit check
  • Ability to learn systems quickly
  • An aptitude for sales and desire to grow into an advanced sales role
  • Ability to problem solve, think quickly and multi-task
  • Strong communication skills and a stickler for attention to detail
  • At ease on the phone with both outbound and incoming calls
  • Ability to obtain required licensing if not already in hand within 2-4 months of start date
  • Strong team orientation, customer focus, and the ability to thrive in a fast paced, results oriented environment where change and yes ambiguity are the norm
  • Outstanding service orientation, sense of urgency and a high-level of personal integrity
  • Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers
  • Complete and pass Life and Disability license exam within the first week of start date
  • Life and Disability license to be completed within the first week of start date
  • Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
  • Securities Industry Essentials (SIE)
  • Series 6 - Investment Company and Variable Contracts Products Representative Qualification
  • Series 63 - Uniform Securities State Law

Education Requirements

  • High school diploma required
  • Bachelor's degree or equivalent experience

Benefits

  • Flexible full-time or hybrid telecommuting arrangements
  • 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching

Company Overview

  • Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance. It was founded in 1957, and is headquartered in Bellevue, Washington, USA, with a workforce of 1001-5000 employees. Its website is http://www.symetra.com.
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