Life & LTC Insurance Sales Support Specialist

121 The Producers Choice, LLC; Saint Petersburg (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Raymond James in St. Petersburg, FL is seeking an Inbound Life & Long-Term Care Sales Assistant to support financial advisors. You will handle inquiries, gather client information, and assist with applications and underwriting while delivering exceptional service throughout the sales journey.

The role emphasizes organization, teamwork, and a solid understanding of life insurance and long-term care products. Hybrid work and comprehensive benefits are available.

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.

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.
• Maintain 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

Verbal & written communication

Customer service experience

Organization

Time management

Multitasking

Attention to detail

Education

High school diploma

Associate's or Bachelor's degree preferred

Bachelor’s Degree (B.A.) in related field

Tools

Microsoft Office Suite

CRM systems

Job description

Raymond James in St. Petersburg, FL is seeking an Inbound Life & Long-Term Care Sales Assistant to support financial advisors. You will handle inquiries, gather client information, and assist with applications and underwriting while delivering exceptional service throughout the sales journey.

The role emphasizes organization, teamwork, and a solid understanding of life insurance and long-term care products. Hybrid work and comprehensive benefits are available.