Internal Sales Associate Charlotte, NC; Hybrid or Remote

Employer Industry: Financial Services Why consider this job opportunity

• Base salary of $45,900, with eligibility for a competitive monthly variable sales incentive once fully licensed
• Flexible work environment allowing for remote work or in-office options
• Minimum of 20 days of paid time off plus 16 paid company holidays each year
• Comprehensive benefits including competitive medical, vision, and dental plans, along with a 401(k) savings plan with company match
• Support for new parents with up to 16 weeks of paid leave and other family support benefits
• Recognition as one of America’s Best Midsize Employers and a commitment to an inclusive work culture

• Support incoming calls from financial advisors regarding annuity and life solutions
• Provide sales support and document inbound calls to enhance advisor experiences
• Assist with business submissions by understanding necessary licensing and application requirements
• Identify and resolve advisor issues, collaborating with distribution partners as needed
• Identify sales opportunities and collaborate with internal wholesalers for further engagement

• A bachelor's degree preferred
• Excellent communication and interpersonal skills, with a positive and energetic attitude
• Self-motivated and competitive, with a drive to achieve goals in a fast-paced environment
• Ability to build and maintain professional business relationships with an aptitude for sales
• If not fully licensed, must obtain FINRA SIE, Series 6 or 7, and 63, and state Life Insurance license

• Experience in sales or financial services
• Strong organizational skills with the ability to multitask effectively
• Previous experience supporting financial advisors or similar roles

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