Financial Advisor (Sales Support)

Should have either a FINRA SIE or a Life & Health Insurance License (Annuities preferred). Job Description Overview Join a dynamic and collaborative team where your work directly supports the pre-sales process and helps drive key Sales & Distribution initiatives. As a Sales Support Specialist, you will develop strong product and technical expertise, gain a deep understanding of end-to-end business processes, and play a vital role in delivering exceptional service to both internal partners and external stakeholders. This is an excellent opportunity to grow your career, expand your skill set, and contribute to a high-impact team focused on innovation, service, and operational excellence. Key Responsibilities Provide accurate and timely support throughout the pre-sales process, including product information, case design support, illustrations, and resource navigation. Respond to inbound and outbound inquiries from internal partners and external stakeholders in a professional, customer-focused manner. Collaborate with Sales leadership and cross-functional teams to support business priorities and resolve inquiries. Coordinate information, tools, and resources to ensure efficient team workflows. Maintain a strong understanding of products, processes, and systems to effectively support sales activities. Follow established best practices while contributing ideas to improve processes and team effectiveness. Assist in developing materials and messaging for sales initiatives. Required Qualifications Demonstrated ability to positively support the sales process and business objectives. Strong teamwork and collaboration skills. Willingness to obtain required industry licenses within established timelines. Desire to learn and build knowledge of financial products and industry practices. Customer-focused mindset with excellent phone and communication skills. Strong sales aptitude and customer service skills. Ability to thrive in a fast-paced environment and adapt to changing priorities. Financial services knowledge is an asset. Preferred Qualifications Experience with CRM platforms such as Salesforce. Life Insurance and Annuities experience preferred. Proficiency in Microsoft Office, particularly Excel, Outlook, and Teams. Ability to interpret product information and communicate it clearly. Experience working in a high-volume, service-oriented environment. Interest in advancing into sales, distribution, or technical support roles. Why Join the Team? Build valuable product knowledge and industry expertise. Grow your career in a collaborative and supportive environment. Work in an inclusive workplace that values employee well-being. Be part of a global organization focused on innovation, customer service, and long-term career development. #J-18808-Ljbffr Russell Tobin