Sales Support Associate

Amerilife Group, LLC; Pennsylvania; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings (401k)

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a professional to produce qualified illustrations and provide presale support to meet producer objectives. You will maintain product and carrier knowledge, run illustrations, and deliver marketing materials to support the sales process.

Strong CRM and MS Office skills are essential. You will collaborate with producers and internal teams, manage multiple tasks with good time management, and contribute to ongoing market education and SLA adherence.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Excellent telephone etiquette and written communication.

Responsibilities

• Provide product and carrier information to producers and internal staff.
• Run illustrations and prepare marketing materials for presales.
• Document illustrations for sales follow-up using a CRM system.
• Maintain knowledge of carriers, products and market trends.

Skills

Interpersonal skills

Written communication

Customer service

Time management

Team player

Independent worker

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Job description

Our CompanyExplore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.Job SummaryProduces qualified illustrations and provides presale support to meet producer objectives in a timely manner.Job DescriptionESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Provide product and carrier information to the producer groups as well as internal staff.Maintain detailed product and financial knowledge on all carriers.Develop a working knowledge of important software packages (internal and carrier)Run appropriate illustrations based on knowledge of the competitive life insurance environmentProvide producers with illustrations and other marketing materials they may needProactively follow-up on all presale activityDocument requested illustrations for sales follow-up utilizing a CRM systemParticipate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier trainingMaintain departmental illustration workflows and SLA's on phone and illustration turnaround timeQUALIFICATIONSRequired Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Effective interpersonal and written communication skillsAbility to provide excellent customer service to both internal and external customersEffective time management skillsAbility to prioritize and accomplish multiple tasks simultaneouslyCapable of working independently as well as in a team environmentAbility to work in a self-directed fashionExperience with PCs in a Windows environmentDemonstrated proficiency in basic computer applications such as Microsoft Office software productsAbility to analyze problems and develop solutionsAbility to communicate with individuals at all levels of the organizationBachelor's degree or equivalent education, training and work-related experienceExcellent telephone etiquette skillsAbility to display maturity, competitiveness, and a good work ethicPreferred Qualifications:Demonstrated knowledge of Insurance industry, product and sales processesWhat AmeriLife OffersA comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.Equal Employment Opportunity StatementWe are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.Americans with Disabilities Act (ADA) StatementWe are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail] Transparency StatementWe are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.Background Screening StatementEmployment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.