Internal Sales Specialist

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success.

We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Founded in 1972, SPG Life and Annuity is a nationally recognized life insurance and annuity brokerage general agency. Our clients are financial institutions (banks and BDs) as well as individual financial advisors. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing. We have doubled in size over the last 10 years through consistent, diversified growth and we continue to grow our sales team of entrepreneurial sales professionals.

The Internal Sales Specialist is the primary touch point for our sales team; actively partnering with SPG Life and Annuity’s external wholesaler team, our clients, driving activity to meet sales goals. An internal sales-specialist provides proactive and consultative support while coordinating administrative activity on sales leads, opportunities, case design and potential new business. Individuals demonstrate or develop an understanding of the life insurance industry, becoming an expert on products, carriers, competition, and the regulatory environment, deepening relationships with producers, prospects, and insurance carriers, providing education and advocacy on clients’ behalf to ensure we are doing the right thing for the end client.

This position has a direct impact to a client’s financial security.

Provide direction and sales support to various audiences including illustrations and sales concept design, product and procedure education, appropriate marketing materials. Provide consultative recommendations and provide solutions for case design with a focus on the customers’ needs Coordinate and actively participate in complex case design with your external wholesaler and our in‑house Advanced Marketing Attorney. Participate in prospect/client meetings or calls.

Coordinate client medical issues with our in-house risk appraisal team Coordinate with all other internal departments to assist producer with unique client or case circumstances. Respond to the client and producer inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed. Coordinate high value sales activities with external sales partner, track status and review results on a consistent basis.

Make product recommendations to producers by demonstrating a deep understanding of carrier products and the insurance industry. Stay current with product changes and competitive advantages. Document all relevant sales activity in our CRM, review sales forecast and prospects with external wholesaler on a regular schedule. Maintain various reference materials including but not limited to; product lists, core carriers, and insurance…