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Sales Support Associate

Sales assistant
Full Time
Application ends: August 17, 2026
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Job Overview

  • Date Posted
    May 18, 2026
  • Location
    Remote
  • Expiration date
    August 17, 2026

Job Description

JOB  DETAILS

Requirements
  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PCs in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor’s degree or equivalent education, training and work-related experience
  • Excellent telephone etiquette skills
  • Ability to display maturity, competitiveness, and a good work ethic
Responsibilities
  • Provide product and carrier information to the producer groups as well as internal staff.
  • Maintain detailed product and financial knowledge on all carriers.
  • Develop a working knowledge of important software packages (internal and carrier)
  • Run appropriate illustrations based on knowledge of the competitive life insurance environment
  • Provide producers with illustrations and other marketing materials they may need
  • Proactively follow-up on all presale activity
  • Document requested illustrations for sales follow-up utilizing a CRM system
  • Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training
  • Maintain departmental illustration workflows and SLA’s on phone and illustration turnaround time
Desired Qualifications
  • Demonstrated knowledge of Insurance industry, product and sales processes

 

 

 

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