Sales Support Specialist - Retirement

New

SymetraFinancial services, insurance

Source API remote eligibility restrictions: United StatesFull-Time

SalaryHourly Range: $22.00 – $36.23 plus eligibility for annual bonus program

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Job Details

High school diploma required.
Bachelor's degree or equivalent experience preferred.
Complete the Life and Disability license within the first week of the start date.
Complete the required FINRA licensing upon hire or within four months of starting.
Obtain the Securities Industry Essentials (SIE) qualification.
Obtain the Series 6 -- Investment Company and Variable Contracts Products Representative Qualification.
Obtain the Series 63 -- Uniform Securities State Law qualification.
Be able to learn systems quickly and demonstrate an aptitude for sales and interest in growing into an advanced sales role.
Demonstrate problem-solving, quick thinking, multitasking, and attention to detail.
Be comfortable handling incoming and outbound calls and building relationships with internal partners and external customers.
Demonstrate customer focus, teamwork, service orientation, urgency, and personal integrity.

Partner with Internal and External Wholesalers to drive and complete territory sales through meetings and calls.
Assist with product inquiries and illustrations, provide updates on pending applications, and fulfill orders for marketing materials and sales literature.
Collaborate on calling campaigns to launch new products and identify sales opportunities.
Research, review, and monitor submitted business through all stages to completion.
Keep internal teams and external advisors informed about business and sales status.
Assist financial advisors and their teams with product information, rates, illustration requests, and service issues.

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