Financial Independence Group · 2 days ago
Institutional Sales Associate
Indianapolis, IN
Contract
Onsite
New Grad, Entry LevelFinancial 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 Institutional Sales Associate provides critical operational and administrative support for the Institutional Sales team, acting as a liaison between Sales and Operations/Contracting teams to ensure accuracy and efficiency in processing.
AdviceBusiness DevelopmentFinanceFinancial ServicesInsuranceLife InsuranceMarketingPersonal Branding
Responsibilities
Serve as a liaison between Sales and Operations/Contracting teams (Annuity & Life)
Answer and assist with operational questions related to new business and inforce processing
Support The Standard new business and inforce processing workflows
Assist with book-of-business maintenance and agent changes
Provide backup support to Sales Associate - Onboarding and related tasks as needed
Assist with e-application software questions and training
Maintain accurate data entry and documentation within FIG systems
Learn and effectively use FIG platforms, tools, and processes
Assist the institutional sales team and FIG with other duties as assigned
Qualification
Required
Bachelor's degree or equivalent work experience
Comfort with data entry, systems, and learning new software platforms
Preferred
Eager to learn, open-minded, and receptive to coaching and feedback
Hardworking, dependable, and willing to take initiative
Self-starter who asks questions and seeks to understand the 'why'
Strong multitasker who can manage details while keeping priorities organized
Curious 'sponge' who absorbs information quickly and applies it thoughtfully
Proactive problem solver with a positive, solutions-oriented attitude
Company
Financial Independence Group
Welcome to Financial Independence Group, or FIG Marketing.
Founded in 1976
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Mullan
Co-Chief Executive Officer
Arron Price
Chief Operating Officer
Recent News
Company data provided by crunchbase