An Annuity Sales Support Specialist will work closely with multiple VPs of Annuity by running FIA illustrations and case design for new and existing advisors. The Sales Support Specialist will provide advisors with point of sales materials and paperwork to make the sale, assist new advisors in the licensing and contracting process as well as follow up and follow through with advisors on case status and revisions.
Essentials roles and responsibilities of the Annuity Sales Support Specialist:
What success looks like for an Annuity Sales Support Specialist:
Salary and Compensation the Annuity Sales Support Specialist:
Base Salary is determined based on experience and ranges from $65,000-$75,000.
Offering a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits
With success and experience this position can move into a Business Development role or VP of Annuity Sales role in 2- 5 years.
The job is currently fully remote. DMI will accept applicants from anywhere in the United States. Although local applicants would have the option to complete training in the Hingham, MA office.. Requirements:
Noteworthy Behaviors for an Annuity Sales Support Specialist:
Pro - Active, goal oriented, positive, high energy, competitive, high level of customer service and empathy and a team player
Attention to detail and accuracy, focused attention, process speed, logic and reasoning and ability to listen
Habits of an Annuity Sales Support Specialist:
Detailed, data driven, highly organized, follow up and follow through and process driven