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About the Role

Serve as a trusted resource for agents and NMOs, providing knowledgeable support on life insurance and annuity products, illustrations, new business, contracting, and sales inquiries. Partner closely with Sales, New Business, Contracting, Operations, and other internal teams to deliver timely solutions, strengthen advisor relationships, and help drive sales growth through an outstanding service experience.

Responsibilities

• Build and strengthen relationships through proactive outreach, identifying opportunities to support advisor success and expand our distribution network.
• Partner with the sales team to deliver timely product information, wholesaler proposals, product positioning, and business processing support.
• Promote products and services through both inbound and outbound interactions, creating positive experiences that foster long-term partnerships.
• Support marketing campaigns through proactive outreach to prospective agents and NMOs, cultivating relationships and identifying qualified sales opportunities.
• Engage with new and existing distribution partners to increase product awareness, strengthen engagement, and contribute to sales growth.
• Partner closely with Sales, New Business, Contracting, Operations, Marketing, and other internal teams to coordinate solutions and deliver a seamless experience.
• Advocate for partner needs by facilitating communication and helping remove barriers throughout the sales and onboarding process.
• Meet or exceed individual performance goals while balancing responsiveness, quality, and attention to detail.
• Stay current on products, industry trends, and competitive offerings to confidently support financial professionals and deliver informed recommendations.
• Continuously expand product knowledge, sales expertise, and relationship management skills through ongoing learning and coaching.
• Embrace feedback, adapt to evolving business priorities, and contribute to a collaborative, high-performing sales culture.

Requirements

• Experience with Microsoft office required
• Strong verbal and written communication skills

Skills

• Advisor Focus: Delivers responsive, knowledgeable, and professional service that builds trust with financial professionals and supports their business growth.
• Relationship Building: Develops strong partnerships with agents, National Marketing Organizations (NMOs), and internal stakeholders through proactive outreach and consistent follow-through.
• Communication: Communicates clearly, confidently, and persuasively across phone, email, and virtual interactions to educate, influence, and resolve inquiries.
• Sales Acumen: Identifies opportunities, promotes product solutions, and supports sales initiatives with a consultative, customer-first approach.
• Execution Excellence: Balances responsiveness, accuracy, and attention to detail while managing multiple priorities in a fast-paced sales environment.
• Collaboration: Works effectively across Sales, New Business, Contracting, Operations, and Marketing to deliver seamless solutions and an exceptional advisor experience.
• Continuous Learning: Builds expertise in life insurance, annuity products, industry trends, and competitive solutions to confidently support financial professionals.
• Adaptability: Embraces change, learns quickly, and adjusts priorities to meet evolving business needs and sales objectives.

Location

• Remote/hybrid

Work Type

• Full-time

Experience Level

• 1+ year of phone-based experience preferred
• 1+ year of financial services / annuity experience preferred

Education Level

• Bachelor’s degree in marketing or communications preferred, but not required

Salary/Compensations

• $60K-$65K

Benefits

• Comprehensive medical, dental, and vision coverage
• HSA and 401(k) company match
• Paid time off
• Employer-paid life and disability insurance

About the Company

• We’re a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform.
• We believe every client and customer relationship holds the potential to grow into something greater, and the same is true for our people.
• As we grow, we’re redefining how great talent connects with meaningful work; enabling our ambitious strategy while building a culture of high performance, creativity, and partnership.
• If you're passionate about helping financial professionals, find the right solutions, building lasting relationships, and contributing to a high-performing sales team, you'll thrive here!

Equal Opportunity

• We are committed to equal employment opportunities and encourage people from all backgrounds to apply.
• We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
• If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.