Sales Support Specialist - Retirement - Remote

Symetra
United States
Workplace: RemoteFull timeUSD 22 - 36.23 hourlyFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Communication","Attention to detail","Problem-solving","Multi-tasking","Customer focus"]

Support Symetra’s Retirement Division by partnering with internal and external wholesalers to drive territory sales. Assist with product inquiries, illustrations, and updates to pending applications, and help fulfill orders for marketing and sales literature. Collaborate on calling campaigns to launch new products and identify sales opportunities, while monitoring business progress through completion and serving as the go-to Sales Desk source for advisors’ product and service questions.

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FursaFursa
Symetra
Symetra
1 month ago

Sales Support Specialist - Retirement - Remote

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 1 year ago

Job Summary

Support Symetra’s Retirement Division by partnering with internal and external wholesalers to drive territory sales. Assist with product inquiries, illustrations, and updates to pending applications, and help fulfill orders for marketing and sales literature. Collaborate on calling campaigns to launch new products and identify sales opportunities, while monitoring business progress through completion and serving as the go-to Sales Desk source for advisors’ product and service questions.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Partner with internal and external wholesalers to drive and complete territory sales via sales meetings and calls.
  • •Assist with product inquiries and illustrations, updates on pending applications, and fulfillment of marketing materials 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 submissions through all stages to completion, keeping stakeholders apprised.
  • •Serve as the go-to source on the Sales Desk for advisors’ questions on product information, rates, illustration requests, and service issues.

Pay and Benefits

Salary: USD 22 - 36.23 hourly
Perks:401kPaid LeaveRemote Work

Key Requirements

  • •High school diploma required; bachelor’s degree or equivalent experience preferred.
  • •Ability to pass a criminal background check and credit check.
  • •Aptitude for sales with desire to grow into an advanced sales role.
  • •Strong communication skills with attention to detail; comfortable on the phone for outbound and incoming calls.
  • •Ability to obtain required licensing (Life and Disability and FINRA/FI regulatory requirements) if not already held within specified timelines.
Experience:Financial services
Education:High School
Skills:CommunicationAttention to detailProblem-solvingMulti-taskingCustomer focus
Licenses:Life and Disability license
Certifications:FINRASecurities Industry Essentials (SIE)Series 6 -- Investment Company and Variable Contracts Products Representative QualificationSeries 63 -- Uniform Securities State Law

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn