Sales Support Associate

Summary: Provides overall support and assistance to sales agents and agent service management by implementing Society’s policies, procedures, and strategies as well as in sales production, membership growth, and membership conservation and retention.

Essential Duties and Responsibilities: 

• Handles inbound phone calls from current and prospective agents in a timely manner and provide “First Call Resolution.”


• Builds sustainable relationships with agents and sales team.


• Interfaces and liaises with other departments and acts as advocate when required to service agents. 


• Assists agent with quotes and illustration proposals


• Assists agents with registration and navigation of content on their Agent Web Portal.


• Assists and trains agents on our mobile platform capability.


• Assists agents with product availability and the acquisition of forms and supplies.


• Other duties as assigned.

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Associates degree or equivalent from a two-year college or technical school, two to three years of sales training/experience, related experience, or equivalent combination of education and experience.

Certificates, Licenses, Designations, Registrations:

Successful completion of the Life Office Management Association (LOMA) certifications and designations: Customer Essentials Certificate and Associate, Customer Service (ACS), required.

Core Competencies: 

To perform the job successfully, an individual should demonstrate the following core competencies: Communicates Clearly and Effectively; Achieves Results; Builds Partnerships; Thinks Strategically; and Adapts to and Promotes Change.

Technical Competencies: 

Demonstrate proficiency in managing inbound and outbound calls, effectively navigate the agent web portal, exhibit strong presentation skills, and perform accurate data entry. Responsible for preparing and analyzing illustrations and proposals, as well as efficiently navigating and utilizing multiple applications and systems, completing at least ten transactions per day.  

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. 

Computer Skills: To perform this job successfully, an individual should have knowledge and hands on experience with Contact Centre Telephony Systems, CRM and Call Logging Systems, Field Admin, and entry level Microsoft Office Suite proficiency, particularly Word, Excel, PowerPoint, and Outlook. 

Industry Competencies: 

Life insurance and annuities experience, insurance sales, life insurance and annuities product knowledge, insurance administration system experience, quoting/illustration system experience.  

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

Work Environment: 

This position offers a hybrid work environment, allowing flexibility to work both from home and in the office. In-office work may vary based on business needs. While the exact frequency of in-office work is subject to change, the role requires adaptability to meet the evolving demands of the business area. The noise level in the office is moderate, providing a comfortable environment for focused work. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable on-site accommodation may be made to enable individuals with disabilities to perform the essential functions. The organization values work-life balance and strives to maintain a flexible and collaborative environment for all employees.

The candidate's starting pay will fall within the salary range provided and is determined based on job-related factors, including, but not limited to, the experience; qualifications, licensure and certifications; knowledge; skills; business and organizational needs; and market conditions. Candidates with the minimum necessary experience, qualifications, knowledge, and skillsets for the position should not expect to receive the upper end of the pay range. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

We offer a comprehensive package of benefits including paid time off, health and dental insurance, and 401(k) to eligible employees. You can find more about our benefits at: https://flimp.live/RNAbenefitshowcase

Additionally, this position is incentive eligible with a target based on company performance, and/or individual results achieved; the specific incentive plan and target amount will be determined on the role.

The date of the posting can be found on Royal Neighbors of America's career page at the top of each job posting.