Inbound Life & Long-Term Care Sales Assistant

Raymond James; Saint Petersburg (FL); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Raymond James is seeking an Inbound Life & Long-Term Care Sales Assistant to serve as the first point of contact for financial advisors seeking information on life insurance and LTC planning solutions. You will handle inbound inquiries, assist with applications and underwriting, schedule appointments, and deliver excellent customer service throughout the sales journey.

You will develop product knowledge within 3–6 months, support advisors with case prep and presentations, and maintain CRM

Qualifications

• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• 2+ years of customer service, sales support, insurance, financial services, or related experience.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite and CRM systems.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and follow-through.

Responsibilities

• Respond promptly to inbound phone calls, emails, and digital inquiries regarding life insurance and long-term care solutions.
• Provide product information, educational materials, and general sales support to financial advisors.
• Conduct initial needs assessments and gather relevant client information.
• Maintain accurate records of advisor interactions in CRM systems.
• Assist sales representatives with case preparation, illustrations, proposals, and presentations.
• Monitor sales opportunities and facilitate follow-up activities to advance prospects through the sales pipeline.
• Coordinate the collection of required documentation for applications and underwriting.
• Navigate contact management, illustration, and other relevant software systems such as Outlook and Excel.
• Deliver a high-quality advisor experience by resolving inquiries efficiently and professionally.
• Educate financial advisors on product features, benefits, and available resources.
• Escalate complex product, underwriting, or service issues to appropriate team members.
• Build strong relationships with advisors, Insurance Solutions team members, and carrier partners.
• Maintains compliance with company and regulatory requirements.
• Prepare reports, correspondence, and sales activity summaries.
• Maintain organized digital records and documentation.
• Ensure compliance with privacy regulations and company policies.

Skills

Customer Focus

Relationship Building

Verbal and Written Communication

Sales Support Excellence

Problem Solving

Attention to Detail

Time Management

Professionalism

Adaptability

Team Collaboration

Education

Bachelor’s Degree

High School Diploma

Tools

Microsoft Office Suite

CRM systems

Job description

Job Description Summary

Job Description

The Inbound Life & Long-Term Care (LTC) Sales Assistant serves as the first point of contact for financial advisors seeking information about life insurance and long-term care planning solutions. This role supports the sales team by handling inbound inquiries, qualifying opportunities, scheduling appointments, assisting with application and underwriting processes, and delivering exceptional customer service throughout the sales journey. The ideal candidate is highly organized, relationship-oriented, comfortable working as a team. Expected to develop a working knowledge of life insurance and long-term care products, concepts, underwriting, and sales processes within 3 to 6 months of hire through a combination of management coaching, team support, formal training, and self-directed learning.

Key Responsibilities

Advisor Support

• Respond promptly to inbound phone calls, emails, and digital inquiries regarding life insurance and long-term care solutions.
• Provide product information, educational materials, and general sales support to financial advisors.
• Conduct initial needs assessments and gather relevant client information.
• Maintain accurate records of advisor interactions in CRM systems.

Sales Support

• Assist sales representatives with case preparation, illustrations, proposals, and presentations.
• Monitor sales opportunities and facilitate follow-up activities to advance prospects through the sales pipeline.
• Coordinate the collection of required documentation for applications and underwriting.
• Navigate contact management, illustration, and other relevant software systems such as Outlook and Excel.

Customer Service

• Deliver a high-quality advisor experience by resolving inquiries efficiently and professionally.
• Educate financial advisors on product features, benefits, and available resources.
• Escalate complex product, underwriting, or service issues to appropriate team members.
• Build strong relationships with advisors, Insurance Solutions team members, and carrier partners.
• Maintains compliance with company and regulatory requirements.

Administrative Support

• Prepare reports, correspondence, and sales activity summaries.
• Maintain organized digital records and documentation.
• Ensure compliance with privacy regulations and company policies.

Required Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• 2+ years of customer service, sales support, insurance, financial services, or related experience.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Proficiency with Microsoft Office Suite and CRM systems.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and follow-through.

Preferred Qualifications

• Experience supporting life insurance, long-term care insurance, disability income insurance, or annuity products, or the desire to learn and grow in this space
• Life and Health Insurance License (or ability to obtain within six months of hire).
• Familiarity with underwriting and new business processes.
• Experience working with financial advisors, insurance agents, or brokerage general agencies (BGAs).

Key Competencies

• Customer Focus
• Relationship Building
• Verbal and Written Communication Skills
• Sales Support Excellence
• Problem Solving
• Attention to Detail
• Time Management
• Professionalism
• Adaptability
• Team Collaboration

Education/Previous Experience

• Bachelor’s Degree (B.A.) from college or university with one (1) to three (3) years securities industry experience. Direct interaction with financial professionals is preferred but not required
• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.