Note: The job is a remote job and is open to candidates in USA. Symetra is a dynamic and growing financial services company with 60 years of experience and customers nationwide. They are seeking a Sales Support Specialist to collaborate with wholesalers and assist in driving sales for their Retirement Division, while also providing support to financial advisors and their teams.
Responsibilities
- Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
- Assist with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
- Collaborate on calling campaigns to launch new products and identify new sales opportunities
- Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
- Be the go to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues
Skills
- High school diploma required
- Ability to pass a criminal background check and credit check
- Ability to learn systems quickly
- An aptitude for sales and desire to grow into an advanced sales role
- Ability to problem solve, think quickly and multi-task
- Strong communication skills and a stickler for attention to detail
- At ease on the phone with both outbound and incoming calls
- Ability to obtain required licensing if not already in hand within 2-4 months of start date
- Strong team orientation, customer focus, and the ability to thrive in a fast paced, results oriented environment where change and yes ambiguity are the norm
- Outstanding service orientation, sense of urgency and a high-level of personal integrity
- Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers
- Complete and pass Life and Disability license exam within the first week of start date
- Life and Disability license to be completed within the first week of start date
- Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
- Securities Industry Essentials (SIE)
- Series 6 -- Investment Company and Variable Contracts Products Representative Qualification
- Series 63 -- Uniform Securities State Law
- Bachelor's degree or equivalent experience preferred
Benefits
- Flexible full-time or hybrid telecommuting arrangements
- 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
Company Overview
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance. It was founded in 1957, and is headquartered in Bellevue, Washington, USA, with a workforce of 1001-5000 employees. Its website is http://www.symetra.com.