Sales Support Specialist

Aquarius Staffing; Covington (KY); Remote; USD 40,000 - 60,000; Full time

Job summary

A staffing agency is seeking a motivated Sales Support Specialist to assist in fulfilling broker service requests and support Sales Representatives. The ideal candidate will have a Bachelor's degree and at least 2 years of relevant experience, particularly in financial services or life insurance. This remote position requires excellent skills in Excel and Word, as well as experience with Salesforce.

Qualifications

• Minimum of 2 years relevant experience in customer support or sales.
• Ability to meet deadlines effectively.
• Experience in Life Insurance or Financial Services is a plus.

Responsibilities

• Fulfill broker service requests.
• Maintain Sales Reps’ calendars and to-do lists.
• Schedule appointments and maintain contact with Sales Reps.
• Call prospective brokers and agents introducing the product line.
• Coordinate quotes and assist in executing online quotes.

Skills

Excellent Excel skills

Excellent Word skills

Ability to prioritize tasks

Interpersonal communication

Education

Bachelor's Degree

Tools

Salesforce

Job description

Are you a dedicated Sales Support Specialist looking to get your foot in the door with one of the top Financial Services companies based in the tri-state area? Don\'t miss your chance and apply now!

REMOTE opportunity - must be located in OH, KY, or IN

What you will be doing as the Sales Support Specialist:

• Fulfill broker service requests
• Maintain Sales Reps’ daily calendars and to do list
• Maintain continuous contact with Sales Reps throughout the work day
• Schedule and confirm appointments for Sales Reps and maintains their planners
• Call prospective brokers and agents; introducing them to ShelterPoint Life and product line
• Coordinate quotes
• Assist in executing on-line quotes
• Intradepartmental Communication
• Route broker calls to appropriate department if unable to assist broker
• Key Account Servicing
• Customize applications and brochures for specific agencies
• Make producer kits for brokers and Sales Reps
• Maintains SalesForce broker database for current producer license, web site registration, producer agreements
• Investigates database inconsistencies with Event/Database Administrative Assistant and notifies the sales rep
• Generate reports for VP – Sales and Sales Reps on a periodic basis
• Generate Quote Log Reports for Sales Reps
• Type miscellaneous correspondence; i.e. thanks you letters for Sales Rep visits
• Coordinate data processing requests through VP – Sales
• Review customer/prospect web pages for opportunities
• Provide website instruction to brokers
• Call brokers on rate and benefit changes
• Call on producers to upgrade new under 50 life cases to enhanced benefit levels
• Meet objectives and goals set forth by management
• Other duties as assigned

What you will need as the Sales Support Specialist:

• Bachelor\'s Degree
• Minimum of 2 years relevant experience
• Excellent Excel and Word skills
• Able to meet deadlines
• Able to prioritize tasks
• Experience with Salesforce preferred
• Life Insurance or Financial Services experience is a plus