GENERAL RESPONSIBILITIES

The Sales Execution Team’s role is to provide all aspects of sales and administrative support to Financial Representatives to ensure that their focus remains on revenue generating activities. Ongoing support to continue to build their business will also be provided.

Specific responsibilities include but will not be limited to:

ADMINISTRATIVE SUPPORT

• Input all required information into our CRM database (Microsoft Dynamics).
• Run reporting, CVV reports and In-Force
• Process Policy Changes & send documents for
• Process Beneficiary Changes & send documents for
• Prep Policy Delivery Acknowledgement (PDA) & required documents for
• Track PDA status using our shared Tracking

APPLICATION SUPPORT

• Send out Online Medical History Questionnaire (oMHQ)
• Pre-fill client applications & send for
• Submit applications & corresponding documents to the corporate Home
• Track application status to ensure all deadlines & outstanding requirements are

UNDERWRITING SUPPORT

• Send in required supplemental documents to the corporate Underwriting
• Schedule client Medical exams & coordinate with servicing Financial
• Coordinate with Financial Representatives to help usher the Client through the Underwriting process, including HIPPA requests.
• Track and publish a Daily Sales Report (DSR) to assist Financial Representatives with case
• Ensure cases are Commission Authorized (CA’d) in a timely
• Create and distribute Approved VS Applied breakdown on all
• Track underwriting status to ensure all deadlines & outstanding requirements are completed

OTHER SUPPORT

• Submit case prep/planning work requests to the corporate Financial Planning
• Coordinate with the Financial Planning Associate to ensure all closing meeting materials are prepared in a timely manner.
• Coordinate opening of Investment Accounts in
• Serve as the back-up to our Client Relationship Center (CRC).

QUALIFICATIONS

• 1-4 years of experience in Sales Support/Financial
• Life, Accident & Health Licensed (or completed within 90 days of hire).
• Series 6, 63 Licensed (or completed within the first year of hire).
• Must be quality focused, detail oriented and able to prioritize requests to meet shifting
• Strong computer and keyboarding skills and Microsoft Office
• Strong verbal and written communication Must be able to communicate with all levels of management.
• Ability to maintain a high degree of