Sales Support Associate (SSA), HCB

Sales Opportunity in Insurance Industry

Sales Support Associate (SSA), Highland Capital Brokerage

Location(s):

3535 Grandview Pkwy., Suite 500, Birmingham, AL35243

2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote applicants may potentially be considered for this role.

Schedule:Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full time

Salary: $45,000 - $50,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Sales Support Associate (SSA) supports Highland Sales Teams, by providing front-end illustrations, revisions, application forms, presale assistance, application preparation/fulfillment and outbound marketing. They also will make targeted calls to financial advisors to promote life insurance, long term care, disability income, and annuities to their clients. Primarily conducting calls and engaging to promote Highland's sales content, and schedule appointments, aiming to maximize opportunities and generate additional revenue.

Responsibilities:

• Manage a high volume of new and revised illustration requests, in a timely and accurate manner, assuring accuracy, timeliness, and adherence to any applicable institutional or customer compliance guidelines
• Streamline the application process by prefilling applications based on data provided by Business Development Associates and process DocuSign requests.
• Log all activity in Salesforce and create contact records and opportunities as required.
• Confirm data integrity while scrubbing contact records, and store illustrations based on established protocols
• Maintain broad knowledge of life insurance products, carrier illustration software, marketing resources, and sales concepts.
• Conduct a high volume of outbound calls to curated lists of prospective and existing licensed advisors tied to Sales Teams to generate leads and secure appointments.
• Proactively begin foundational education on products, industry terminology, all internal systems and rules of the road and engage with Highland customers
• Educate prospective and existing customers on new products and planning initiatives with the goal of securing appointments for all Sales personnel.
• Establish credibility and build rapport with key stakeholders (producers, back offices, internal counterparts, carrier and strategic partner resources, and Highland associates).
• Identify opportunities while making outbound calls to educate potential customers to help them grow sales, resulting in setting appointments for Highland Sales Teams
• Follow up with stakeholders to ensure illustrations meet their needs and help complete sales.
• Facilitate timely and accurate responses to requests, including updates from New Business, Commissions, or Broker Contracting teams.
• Communicate actively with internal counterparts to facilitate efficient workflow and load balancing and demonstrate teamwork by offering support to other Highland Sales Resources as needed.
• Perform miscellaneous clerical duties, special projects, and reporting.
• Begin the process to become licensed to sell or solicit life insurance, annuities, and/or other insurance products in your designated state by completing any pre-licensing courses, and applying for a license with the state insurance department

Education Requirements:

• Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

Basic Requirements:

• Strong written and verbal communication skills.
• Passion for customer interaction and a sales-oriented mindset.
• Ability to work closely with other job families supporting the Sales Teams
• Collaborator with a sense of urgency and diligence.
• Strong organizational skills and flexibility to respond to varying customer needs.
• Ability to work as part of a cohesive national team.

Preferred Requirements:

• Obtaining state Life & Health Insurance License (after hire) and completion of required pre-licensing courses