[Remote] Sales Support Specialist - Retirement - Remote

Note: The job is a remote job and is open to candidates in USA. Symetra is a dynamic and growing financial services company with 60 years of experience and customers nationwide. They are seeking a Sales Support Specialist to collaborate with wholesalers and assist in driving sales for their Retirement Division, while also providing support to financial advisors and their teams.

Responsibilities

• Partner with Internal and External wholesalers to drive and complete territory sales through sales meetings and calls
• Assist with product inquiries and illustrations, updates on pending applications, and fulfill orders for marketing material and sales literature
• Collaborate on calling campaigns to launch new products and identify new sales opportunities
• Research, review and monitor the progress of business/sales submitted through all stages to completion keeping your internal teams and external advisors apprised on the status
• Be the go to source on the Sales Desk assisting our financial advisors and their teams with questions around product information, products rates, illustration requests and service issues

Skills

• High school diploma required
• Ability to pass a criminal background check and credit check
• Ability to learn systems quickly
• An aptitude for sales and desire to grow into an advanced sales role
• Ability to problem solve, think quickly and multi-task
• Strong communication skills and a stickler for attention to detail
• At ease on the phone with both outbound and incoming calls
• Ability to obtain required licensing if not already in hand within 2-4 months of start date
• Strong team orientation, customer focus, and the ability to thrive in a fast paced, results oriented environment where change and yes ambiguity are the norm
• Outstanding service orientation, sense of urgency and a high-level of personal integrity
• Excellent inter-personal skills and the ability to build and foster relationships with your team, internal business partners and external customers
• Complete and pass Life and Disability license exam within the first week of start date
• Life and Disability license to be completed within the first week of start date
• Financial Industry Regulatory Authority (FINRA) to be completed upon hire or obtained within four months of start
• Securities Industry Essentials (SIE)
• Series 6 -- Investment Company and Variable Contracts Products Representative Qualification
• Series 63 -- Uniform Securities State Law
• Bachelor's degree or equivalent experience preferred

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

Company Overview