Sales Support Specialist

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