Advisor-Focused Sales Support Specialist

Socket.dev

Des Moines (IA)

On-site

USD 42,000 - 62,000

Full time

5 days ago
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Job summary

Eagle Life Insurance Company® invites applications for a Sales Support Specialist. The role supports financial advisors, strengthening external relationships, gathering data, and assisting wholesaling with campaigns and events.

The position emphasizes customer service, knowledge of retirement products, and collaboration across departments to drive opportunities and service excellence.

Qualifications

  • Bachelor's degree in marketing, business administration or related field.
  • Prior sales support or customer service experience beneficial.

Responsibilities

  • Respond to inbound phone calls regarding annuity pre-sale and post-sale questions.
  • Assist partners with websites, annuity illustration software, and sales programs.
  • Provide exceptional customer service and meet department metrics.
  • Maintain knowledge of procedures impacting financial advisors with partner firms.
  • Generate lead opportunities and support regional events.

Skills

Customer service
Verbal communication
Written communication
Interpersonal skills
Retirement products
Microsoft Office
Problem solving
Multi-tasking
Attention to detail
Driver's license

Education

Bachelor's Degree in marketing or business administration
Related experience beneficial

Tools

CRM software
Microsoft Office Suite

Job description

Eagle Life Insurance Company® invites applications for a Sales Support Specialist. The role supports financial advisors, strengthening external relationships, gathering data, and assisting wholesaling with campaigns and events.

The position emphasizes customer service, knowledge of retirement products, and collaboration across departments to drive opportunities and service excellence.

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