Job Summary
The goal of this position is to provide proactive, high-quality support to the overall sales success of the Agency. The candidate is expected to provide direct, internal & external retail-facing and wholesale sales support to the business development and internal brokerage sales support teams, in the form of sales support and, as needs & experience allow, direct retail sales.
This is an ideal position for a candidate who has some initial Life, Disability, Long Term Care insurance, Annuity or other similar sales experience, but for whom personal production may not be the best fit, and for a candidate who desires a career in the insurance brokerage industry.
Sales Support Job Functions & Duties (including but not limited to):
- Work with internal sales agents to follow up on older leads
- Assist in scheduling in person and/or web based (e.g. Zoom) appointments for internal sales agents
- Attend offsite consumer trade shows and conferences
- Assist in compiling an email marketing distribution list
- Assist in general marketing initiatives via phone, email, direct mail, etc.
- Work with internal brokerage sales support teams across various product lines, as needed
- Learning & assisting with generation of insurance/annuity proposals/illustrations
- Updating agency internal CRM as needed
- Assisting in preparing for agency attended conferences, trainings and other events
- Assist with other agency marketing initiatives as needed
Requirements & Skills
- Bachelor’s degree in business or related field is preferred
- Life, LTCI, DI insurance or Annuity experience is helpful; we will train the right individual
- NYS LAH License (if not already held, obtain within first 90 days of employment)
- Well organized, self-starter and possess good communication skills
Additional Items:
- Candidate is eligible to participate in Integrity Marketing Group’s comprehensive benefit plan:
o 401(k) with company match; health insurance w/FSA/HSA; dental; vision; life insurance; income protection/disability insurance; paid time off; parental leave and more
Job Type: Full-time
Pay: From $15.50 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Commission pay
- Uncapped commission
Schedule:
- 8 hour shift
- Monday to Friday
License/Certification:
- NYS LAH License (Required)
Ability to Commute:
- Halfmoon, NY 12065 (Required)
Ability to Relocate:
- Halfmoon, NY 12065: Relocate before starting work (Required)
Work Location: In person