RetireOne is looking for a full-time Sales Associate to be responsible for handling business processing tasks as part of the Sales team. RetireOne is the premier outsourced insurance desk for Registered Investment Advisors in the country.

The Sales Associate will handle pre-sales annuity illustrations, run annuity comparisons, fill out annuity applications, update paperwork, and perform other general business processing duties. We are looking for someone who has an insurance/financial services background and has a desire to further their career in this industry. Knowledge of annuity and life insurance products, systems and processes is important for this role. While this position offers a base salary only, we are looking for someone who wants to continue to develop their skills and eventually grow into a sales role, which would include a base salary as well as variable compensation with unlimited upside. The salary range for this position is $44,000-$64,000, based on licensing/FINRA registration status, experience, background and qualifications. An annual bonus is also possible, based on employee and company performance. As part of the development plan for this position, if the individual who is hired is not registered with FINRA or does not hold a life & health license, RetireOne will sponsor the individual by paying for study materials and exam fees.

This full-time, remote position reports to the Manager of the internal sales desk. The individual may reside anywhere in the continental U.S., must be able to work from home, and must be available during normal business hours (8am-5pm ET).

The Day-to-Day:

• Receive and prioritize requests from members of the sales team.
• Create, maintain, and accurately enter client/case information into various illustration software and application databases.
• Follow-up with sales team and advisors via phone and/or email providing updates and requesting missing information.
• Populate salesforce.com with details of activity.
• Perform general office business processing duties.

Qualifications

• 1-5 years in the financial services industry
• Proficient in computer software applications including Microsoft Office; experience with Salesforce.com is a plus
• Comfortable handling confidential information
• Multi-tasking and time management skills
• Ability to work well under limited supervision
• Extremely high attention to detail
• Strong communication skills
• Experience in a sales or sales support role is a plus
• High school diploma is required; college degree is preferred

Job Type: Full-time

Pay: $44,000.00 - $64,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Experience:

• financial services: 1 year (Required)
• Sales or Sales Support: 1 year (Preferred)

License/Certification:

• FINRA registration (Preferred)

Work Location: Remote

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