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Sales Support Specialist, Highland Capital Brokerage

Company: Advisor Group
Location: Leesburg
Posted on: September 20, 2022

Job Description:

Advisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Sales Support Opportunity in the Annuity Field in Insurance IndustrySales Support Specialist, Highland Capital BrokerageLocation: Birmingham, AL/ Remote (Anywhere is U.S.)Type: Full TimeSummary: We have an opportunity for a Sales Support Specialist within Highland Capital Brokerage, a member of Advisor Group. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.The Sales Support Specialist will work alongside the Regional Vice Presidents in assisting financial advisors and independent agents with annuity business. The role will be responsible for helping increase overall annuity sales. The Sales Support Specialist must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.Responsibilities:

  • Work with the annuity sales team by running annuity illustrations and case design in a timely manner
  • Assist advisors and sales team with carrier and product information, current rates/caps, fulfilling supply requests
  • Respond in a timely manner meeting company service levels) for all service and solicitation requests
  • Answer overflow calls from the phone queue
  • Assist with email campaigns and webinars by following up on engaged prospects and writing advisors
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • All other duties as assignedEducation Requirements:
    • Bachelor's degree preferred, H.S. Diploma or GED certificate + Significant Practical experience will be considered
    • Life and Health License is required
    • Securities registration within 6 months of hireBasic Requirements:
      • Minimum of 1 year experience in the annuity space
      • Proficiency with Microsoft Office (specifically Outlook, Word & Excel)Preferred Requirements:
        • Series 6
        • Salesforce CRM proficiencyCurrent Employees and Contractors Apply Here

Keywords: Advisor Group, Albany , Sales Support Specialist, Highland Capital Brokerage, Sales , Leesburg, Georgia

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