Sales Support Associate

Tech Sales Jobs; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

PTO and benefits package

Job summary

AmeriLife is seeking a dedicated professional to produce qualified illustrations and provide presale support to meet producer objectives in a timely manner.

You will maintain product and carrier knowledge, run illustrations, supply marketing materials, and follow up on all presale activity, using CRM systems to document progress.

This role requires strong communication, time management, and the ability to work independently or in a team within a fast-changing insurance landscape.

Qualifications

• Bachelor's degree or equivalent education, training and work-related experience.
• Strong written and verbal communication skills.
• Ability to analyze problems and develop solutions.

Responsibilities

• 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 environment.
• Provide producers with illustrations and other marketing materials they may need.
• Proactively follow-up on all presale activity.
• Document requested illustrations for sales follow-up utilizing a CRM system.
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
• Maintain departmental illustration workflows and SLA\'s on phone and illustration turnaround time.

Skills

Excellent communication skills

Customer service orientation

Time management

Multitasking

Microsoft Office proficiency

CRM software experience

Education

Bachelor's degree or equivalent education, training and work-related experience

Tools

Microsoft Office

CRM software

Windows OS

Job description

Location: Remote, PA, Remote, NC

Remote Type: Remote

Time Type: Full time

Job Description

Our Company

Explore 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 Summary Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following 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 environment
• Provide producers with illustrations and other marketing materials they may need
• Proactively follow-up on all presale activity
• Document requested illustrations for sales follow-up utilizing a CRM system
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training
• Maintain departmental illustration workflows and SLA\'s on phone and illustration turnaround time

QUALIFICATIONS

Required 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 skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor\'s degree or equivalent education, training and work-related experience
• Excellent telephone etiquette skills
• Ability to display maturity, competitiveness, and a good work ethic

Preferred Qualifications:

• Demonstrated knowledge of Insurance industry, product and sales processes

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We 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) Statement

We 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].

Pay Transparency Statement

We 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 Statement

Employment 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.