Inbound Life & Long-Term Care Sales Assistant
Core
First point of contact for financial advisors seeking life insurance and long-term care planning solutions, supporting the sales team with inbound inquiries, qualification, and administrative tasks.
Role type
Inbound sales support assistant
Builds
Sales pipeline advancement and advisor enablement for life and long-term care products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Inbound communication, CRM management, needs assessment, case preparation, documentation coordination, Microsoft Office proficiency, regulatory compliance
Preferred skills
Life/health insurance product knowledge, underwriting process familiarity, financial advisor relationship experience, Life and Health Insurance License
Technologies
CRM systems, Outlook, Excel
Responsibilities
Respond to inbound calls and digital inquiries, conduct initial needs assessments, assist with case preparation and proposals, coordinate application documentation, maintain CRM records, escalate complex issues
Seniority
Entry-level to Junior, hands-on IC