Sales Coordinator - Boston, United States - Virtual

Description

Vaco Boston has partnered with their client to help fill a Sales Coordinator role.

• Unlimited opportunity for growth and development
  
• Leaders who are invested in your success
  
• A diverse and inclusive work environment
  

• Act as a partner and resource for our Regional Vice Presidents and Distribution Partners
  
• Assist Producers and key stakeholders with case design, life insurance product questions, literature requests, website assistance, competitive analysis and information gathering
  
• Prepare basic to advanced life insurance illustrations in a timely and accurate manner
  
• Follow up with key stakeholders to determine that illustrations meet their needs and help complete the sale
  
• Maintain a proactive and supportive relationship with producers and back offices
  
• Monitor life insurance applications through the underwriting process
  
• Build solid relationships with the home office and field fostering an environment that supports teamwork
  
• Document and track daily activity using our customer relationship management (CRM) tool.
  
• Maintaining knowledge of company's products, services, and processes
  
• Build and maintain strong relationships with Producers, Wholesalers, and back offices
  

• Bachelor's degree required
  
• 2-4 years of experience within the financial services or insurance industry strongly preferred
  
• FINRA Series 6 and 63, State Insurance Licenses preferable.
  • Need to acquire these licenses within four months of hire date
    
• Understand life insurance sales concepts, corresponding illustrations, and the underwriting process helpful
  
• Insurance product knowledge and industry experience, a plus
  
• Strong communication, critical thinking, and problem- solving skills