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Sales Support Specialist

Integrity Marketing GroupClifton Park, New York

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Job Description

Advisors Insurance Brokers

We are an independent, nationally recognized insurance Brokerage General Agency (BGA) that specializes in Life Insurance, Long-Term Care Insurance (in ALL its forms), Disability Income Insurance, and Fixed and Indexed Annuity consulting and sales.

The firm offers a comprehensive portfolio of Insurance and Annuity products suitable for individuals and families, employer groups and professional and other associations. AIB works with individual advisors, as well as with insurance agencies, financial planning firms, banks and credit unions, broker dealers, wire houses and others. By extension, they help each of them and their affiliated advisors to help their individual and group clients, including businesses, colleges and universities, unions and trade associations, health maintenance organizations and others.

AIB also provides regular educational workshops to the general public on planning related issues, as well as sponsoring numerous comprehensive educational sessions for their affiliated advisors and others.

Job Summary

The Sales Support Specialist will provide high-quality client facing sales support to the Business Development team. This role requires a proactive approach to provide the level of support needed to drive overall sales success of the Agency. 

The ideal candidate will hold a NYS LAH license or be willing to obtain the license within the first 90 days of employment, as well as, have experience in either a producer or sales support role.

Primary Responsibilities

  • Learning & assisting with generation of insurance/annuity proposals/illustrations.

  • Assist in general marketing initiatives via phone, email, direct mail, etc.and compiling an email marketing distribution list.

  • Updating agency internal CRM as needed.

  • Work with internal brokerage sales support teams across all product lines, as needed.

  • Assist in scheduling in person and/or web based (e.g. Zoom) appointments for internal sales agents.

  • Attend offsite consumer trade shows and conferences.

  • Assisting in preparing for agency attended conferences, trainings and other events. 

Primary Skills & Requirements

  • 1+ year of experience in an insurance sales or professional position preferred.

  • NYS LAH License or willing to obtain (within first 90 days of employment)

  • Ability to adapt quickly and adjust to changing priorities.

  • Possess a "continuous learning" mindset and highly passionate about driving results.

  • Life Insurance and/or Long Term Care experience/ knowledge a plus.

  • Bachelor’s degree in business or related field is preferred.

BenefitsAvailable

  • Medical/Dental/Vision Insurance

  • 401(k) Retirement Plan

  • Paid Holidays

  • PTO

  • Community Service PTO

  • FSA/HSA

  • Life Insurance

  • Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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