Sales Support Specialist jobs in United States
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Russell Tobin · 1 day ago

Sales Support Specialist

Russell Tobin is seeking an Internal Sales Support Specialist to join a growing life insurance sales team. In this role, you will be the primary point of contact for sales teams and financial advisors, assisting with case design, illustrations, product information, marketing materials, and new business and underwriting needs.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Ethan VanderBrink
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Responsibilities

Provide pre-sales support to financial advisors and internal sales teams
Build strong relationships with producers, back offices, wholesalers, and internal stakeholders
Create and review illustrations and sales materials to help close business
Collaborate in a fast-paced, team-oriented environment
Problem-solve and resolve issues independently while ensuring accurate and timely service

Qualification

SIE passedFINRA license4-year college degreeCustomer service skillsCommunication skillsSales support skillsFinancial services experienceInsurance experience

Required

SIE passed (required)
At least one FINRA license (Series 6 preferred; Series 7 acceptable; additional licenses a plus)
4-year college degree
Excellent communication skills (phone and written)
Strong customer service and sales support skills
Authorized to work in the U.S
Willingness to work in Boston, MA (hybrid)

Preferred

Series 63 or Massachusetts Insurance License
Financial services or insurance experience

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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