Partner Sales Support Specialist

SBLI; Woburn (MA); Hybrid; USD 75,000 - 105,000; Full time

Job summary

A life insurance company in Woburn is looking for a Partner Sales Support Specialist to enhance sales within digital channels. This role includes managing agent support requests, conducting training, and facilitating communication with distribution partners. Candidates should have a bachelor's degree and 5-8 years of relevant experience. Understanding the life insurance sector and strong MS Office skills are essential for success in this position. The role follows a hybrid model, requiring three days in the office and two days remote weekly.

Qualifications

• 5-8 years of experience in a sales support, customer support, or product support role.
• Experience in the life insurance industry preferred.
• Strong knowledge of MS Office Suite and Zoom.
• Prior knowledge regarding Insurance distribution, channel sales and other partnership‑derivative business types is a plus.
• Comfort & willingness to deepen knowledge on data and reporting structures including Excel, Oracle Business Intel.
• Experience as, or working directly with, Life Insurance sales agents a plus.
• Strong knowledge of MS Office Suite and Zoom.
• Travel requirement: Up to 15%.
• Ability to work hybrid office model – three days in office including mandatory Wednesdays and two days remote weekly.

Responsibilities

• Manage daily support requests from agents, agency owners, and distribution partners.
• Conduct training conversations with agents to enable sales success.
• Communicate new product launches and enhancements.
• Conduct one‑off training conversations with agents to enable continued sales success.
• Host regular national training webinars for agents and partners.
• Communicate new product launches, updates and enhancements.
• Partner with distribution leadership and distribution marketing to design and execute compelling communication campaigns.
• Design, and launch specialized sales campaigns and incentives designed to influence new agent behavior and grow business.
• Attend specific agency events to represent SBLI as a competitive asset.
• Consistently gather feedback from the field, and articulate that feedback to internal resources to maintain SBLI’s strategic direction and product competitiveness.

Skills

Sales support experience

Customer support experience

Strong knowledge of MS Office Suite

Excellent communication skills

Knowledge of life insurance

Experience with data and reporting structures

Experience with Zoom

Education

Bachelor's degree

Tools

Excel

Oracle Business Intelligence

MS Office Suite

Job description

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Employment Director at SBLI of Massachusetts

The Partner Sales Support Specialist will play a critical role in growing sales within SBLI's Digital product channels. This position supports a multi-channel structure of sales agents, agency owners, and distribution partners by managing day‑to‑day support requests, answering product questions, and providing crucial training and sales enablement to our network of distribution partners. This position is based at SBLI’s home office in Woburn, MA and reports to the Vice President of Relationship Management and Sales Support.

Key Responsibilities

• Manage daily support requests from agents, agency owners, and distribution partners.
• Answer product‑related questions and provide accurate information.
• Direct agent partners to appropriate internal resources (commissions, underwriting, new business, training materials).
• Conduct one‑off training conversations with agents to enable continued sales success.
• Host regular national training webinars for agents and partners.
• Communicate new product launches, updates and enhancements.
• Partner with distribution leadership and distribution marketing to design and execute compelling communication campaigns.
• Design, and launch specialized sales campaigns and incentives designed to influence new agent behavior and grow business.
• Attend specific agency events to represent SBLI as a competitive asset.
• Consistently gather feedback from the field, and articulate that feedback to internal resources to maintain SBLI’s strategic direction and product competitiveness.

Requirements

• Bachelor's degree required.
• 5-8 years of experience in a sales support, customer support, or product support role.
• Experience within the life insurance industry preferred.
• Prior knowledge regarding Insurance distribution, channel sales and other partnership‑derivative business types is a plus.
• Comfort & willingness to deepen knowledge on data and reporting structures including Excel, Oracle Business Intel.
• Experience as, or working directly with, Life Insurance sales agents a plus.
• Strong knowledge of MS Office Suite and Zoom.
• Travel requirement: Up to 15%.
• Ability to work hybrid office model – three days in office including mandatory Wednesdays and two days remote weekly.

SBLI is an Equal Opportunity Employer.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Distribution
• Insurance