Sales Associate

Financial Independence Group; Cornelius (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Financial Independence Group in North Carolina is seeking a Sales Associate to provide critical sales, marketing, and administrative support to the assigned Sales Hub. This role acts as a central point of organization and is the first impression for agents and partners interacting with FIG.

You will work closely with SVP and VP of Sales for your hub, supporting recruitment efforts, organizing ideas, and ensuring accurate and timely support across teams and external partners.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Comfortability with data entry, systems, and learning new software platforms.

Responsibilities

• Provide sales, marketing, and administrative support to the assigned Sales Hub and act as a central point of organization.
• Manage calendars, schedules, and data entry in the FIG CRM system to keep leaders and agents organized.
• Create reports and spreadsheets (e.g., top agent lists, activity tracking) and assist with marketing initiatives.
• Serve as a reliable contact for agents, answer inquiries, and ensure issues are resolved promptly.
• Learn FIG systems and identify opportunities to improve workflows and team effectiveness.

Skills

Highly organized

Detail-oriented

Time-management

Creative thinker

Problem solver

People-focused

Phone communication

Initiative

Verbal communication

Written communication

Independent worker

Team player

Education

Bachelor’s degree or equivalent

Tools

CRM software

ARC processes

Job description

WHO WE ARE

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.

We value:

• The highest ethical standards
• Commitment to excellence
• Respect for individuals
• Investment in people and processes
• Accountability

…from our internal team members, external partners, and affiliated advisors.

JOIN OUR TEAM TODAY!

YOUR ROLE

The Sales Associate provides critical sales, marketing, and administrative support to their assigned Sales Hub. This role serves as a central point of organization, communication, and follow-through—ensuring both internal teams and external agents receive timely, thoughtful, and accurate support.

You will work closely with the SVP and VP of Sales for your assigned hub, supporting recruitment efforts, organizing ideas and initiatives, managing administrative needs, and ensuring nothing falls through the cracks. This role acts as an administrative catch-all for the team and will often act as a first impression for agents and partners interacting with FIG.

HOW YOU WILL MAKE AN IMPACT

Sales & Administrative Support

• Receive, process, and submit electronic contracting requests; perform accurate and timely data entry and maintenance in the FIG CRM system.
• Maintain calendars, schedules, and administrative organization for the sales hub to keep leaders and consultants operating efficiently.
• Create and update informational spreadsheets and reports (e.g., top agent lists, activity tracking) on a regular basis.
• Assist with overflow work and day-to-day operational needs for the sales hub.

Agent & Client Support (Customer Service Focus)

• Serve as a reliable point of contact for agents, including answering inbound calls and responding to questions with care and professionalism.
• Listen to agent concerns, ask thoughtful follow-up questions, and ensure issues are resolved or routed appropriately.
• Field prequalification requests from agents, transcribe and review data, submit to carrier partners, and communicate feedback clearly and promptly.

Marketing & Project Coordination

• Organize and help develop ideas and vision for marketing programs, promotions, and initiatives.
• Create outlines, timelines, and visual maps to track progress and ensure benchmarks and deadlines are met.
• Support marketing efforts such as outbound calls for special promotions, new product rollouts, rate changes, and follow-ups.
• Assist with creative, relationship-focused initiatives (e.g., agent appreciation efforts, holiday cards, thoughtful touchpoints).

Systems & Process Knowledge

• Learn and effectively use FIG systems, software platforms, and ARC processes to support sales and administrative functions efficiently.
• Identify opportunities to improve organization, workflows, and team effectiveness.

Additional Support

• Assist the assigned sales hub and FIG with other duties and responsibilities as assigned by leadership.

WHY YOU ARE THE RIGHT PERSON

Qualifications

• Bachelor’s degree or equivalent work experience
• Comfortability with data entry, systems, and learning new software platforms

Skills & Intangibles That Matter Most

• Highly organized, detail-oriented, and reliable with strong time-management skills
• Creative thinker and problem solver who can overcome obstacles with a positive attitude
• Genuinely cares about people—clients, agents, and teammates alike
• Comfortable talking with others by phone; able to listen empathetically and ensure follow-through
• Takes initiative, thinks ahead, and looks for ways to add value beyond assigned tasks
• Brings gratitude, professionalism, and positive energy to the team
• Strong verbal and written communication skills
• Able to work independently while remaining deeply committed to team success and culture

Preferred

• NC Life, Health, and LTC/Medicare Supplement license