Sales Support Associate

Job Summary

Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.

• Provide product and carrier information to the producer groups as well as internal staff.
• Maintain detailed product and financial knowledge on all carriers.
• Develop a working knowledge of important software packages (internal and carrier).
• Run appropriate illustrations based on knowledge of the competitive life insurance environment.
• Provide producers with illustrations and other marketing materials they may need.
• Proactively follow‑up on all presale activity.
• Document requested illustrations for sales follow‑up utilizing a CRM system.
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
• Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Ability to work in a self‑directed fashion.
• Experience with PCs in a Windows environment.
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
• Ability to analyze problems and develop solutions.
• Ability to communicate with individuals at all levels of the organization.
• Bachelor's degree or equivalent education, training and work‑related experience.
• Excellent telephone etiquette skills.
• Ability to display maturity, competitiveness, and a good work ethic.

• Demonstrated knowledge of the Insurance industry, product and sales processes.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.