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Financial Independence Group · 1 day ago

Sales Associate

Cornelius, NC

Full-time

Onsite

New Grad, Entry Level

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations, supplying products and services to financial professionals across the United States. The Sales Associate provides essential sales, marketing, and administrative support to the Sales Hub, acting as a central point of organization and communication to ensure efficient operations.

AdviceBusiness DevelopmentFinanceFinancial ServicesInsuranceLife InsuranceMarketingPersonal Branding

Responsibilities

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

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

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)

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

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

Qualification

CRM system proficiencyData entryOrganizational skillsBachelor’s degreeNC LifeHealth licenseCommunication skillsCustomer serviceEmpathyProfessionalismIndependenceGratitudeProblem solvingTime managementTeam collaborationInitiativeCreativityPositive attitude