About us

We are a boutique provider of life insurance solutions in South Florida, is dedicated to helping high-net-worth families protect their wealth and legacy. As an extension of our company in Connecticut, we bring decades of industry expertise and exceptional service to our clients. Our focus is on delivering tailored life insurance products, comprehensive support, and innovative solutions through strong partnerships with financial institutions and brokers.

Position Summary

This is a full-time role as a Sales Support Specialist at our company located in Coral Gables, FL. The Sales Support Specialist will be responsible for assisting in sales operations, ensuring customer satisfaction, and providing exceptional customer service.

Essential Duties and Responsibilities

• Support sales team in managing client accounts, preparing documentation, application forms, and tracking sales progress.
• Prepare proposals, quotes, illustrations, and client presentations.
• Support clients, agencies, and brokers during the onboarding by coordinating training, documentation, and maintaining up-to-date records.
• Handle client inquiries and follow-ups, providing timely responses and excellent service.
• Assist in gathering and uploading client information, ensuring all documentation is complete and accurate.
• Upload, organize, and maintain documents in the management system.
• Track application statuses and provide updates to the Management Team on client portfolios.
• Oversee day-to-day administrative and sales tasks.
• Organize and maintain digital filing systems, ensuring that all documents are properly stored and easily accessible.
• Entering and maintaining accurate information into systems.
• Prepare commission reports/statements as scheduled.
• Prepare sales report: detailed summaries as needed for business review and analysis.

Knowledge, Skills and Abilities

• Analytical Skills, Communication, and Sales Operations skills.
• Ability to multitask, prioritize, and work well in a fast-paced environment.
• Strong interpersonal skills and ability to build relationships
• Strong organizational skills with a keen eye for detail.
• Proficiency in Microsoft Office Suite and experience with CRMs or agency management software is preferred.
• Managing documentation.
• Understand that there are documents that need to be gathered.
• Excellent written and verbal communication skills (English and Spanish).
• Demonstrates perseverance and resilience when faced with business challenges or opportunities.
• Understands how individual work contributes to general department and company goals.
• Prioritizes tasks and uses effective time management practices to meet established deadlines.
• Completes work in an accurate and organized manner.
• Continuously builds skills and knowledge through training, coaching, and career experiences.
• Motivated and results-driven - "Win together " mentality.

Education & Experience

• 2+ years of experience in sales support, preferably within the life insurance or financial services industry
• Analytical Skills, Communication, and Sales Operations skills.
• Associate's or Bachelor's degree