LIFE Brokerage LLC · 5 hours ago
Internal Sales Specialist
New Jersey, United States
Full-time
Onsite
Mid Level
$50K/yr - $100K/yrLIFE Brokerage LLC is seeking an Internal Sales Specialist responsible for supporting all wholesale life insurance activity across the firm. This role involves providing case design support, product expertise, and internal coverage to Brokerage Directors, Marketers, and producers, requiring strong sales aptitude and technical expertise.
ConsultingFinancial ServicesInsuranceMarketingMobile Apps
Hiring Manager
Anthony Mento, CFP(R), CLU(R)
Responsibilities
Life Insurance Case Design support for all agents and internal team members
Product illustration analysis, modeling, and summary preparation
Advanced sales concept modeling and support for advisors firm-wide
Underwriting and case management support for any agent or Director requiring assistance
Assist agents with sales strategy through creation of customized spreadsheets, comparisons, and concept materials
Collaborate with Brokerage Directors and Marketers to prepare webinars, advisor presentations, and sales concepts
Provide coverage and support for Brokerage Directors and Marketers when they are out of office or traveling
Maintain a working knowledge of carrier products, platforms, and illustration systems
Support recruiting conversations by assisting with product and platform comparisons for new advisors
Ability to articulate and use quick-quote tools for impaired risk life insurance scenarios
Qualification
Required
Proficiency in Microsoft Excel with ability to build, analyze, and audit complex models
Ability to model product illustration summaries and advanced life insurance planning concepts
Licensed life and health, Series 6 & 63
Strong interpersonal and communication skills
Responsiveness — ability to return calls, emails, and case requests promptly
Ability to manage a high volume of activity with a strong sense of urgency
Analytical thinker able to break down complex planning scenarios
Ability to multi-task and meet deadlines in a fast-paced environment
High degree of accuracy, confidentiality, and professionalism
Strong background in insurance concepts, products, and producer support
Ability to problem-solve and identify appropriate solutions for advisors
Preferred
Preferred experience with any/all of the following platforms: HubSpot, Wealth & Wise, InsMark, Excel (advanced), Ensight, WinFlex Web, NumberCruncher, Retirement Next Generation, Agency Integrator
Company
LIFE Brokerage LLC
Life Brokerage is a full-service life insurance wholesaler that develops unbiased solutions.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Anthony Mento, CFP(R), CLU(R)
Principal CEO
Recent News
2025-05-16
Company data provided by crunchbase