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Senior Assistant
Ref No.: 19-07711
Location: St. Paul, Minnesota
Pay Rate : $ 15.00 /Hour

Title: Senior Insurance Sales Assistant
Location: 400 Robert Street North, St. Paul, MN
Contract: 4 months with possible extension/conversion

In this position, you are part of a fast-paced, goal-oriented sales team. You will develop and maintain an understanding of the life insurance and retirement industry, Client products and services, the selling process and the functions of the various areas in the home office Wholesaling department. The environment is fast-paced and changing, offering you a variety of challenges and opportunities to learn and grow.

What you would do in this job:

Provide effective, timely and professional administrative support to the Annuity, Life, and Retirement sales teams.

  1. Assist with the sales process by preparing sales proposals, pricing materials, investment performance files and preparing advisor kits and other related marketing materials as requested.
  2. Prepare materials for advisor and client consulting purposes; ordering office supplies and marketing materials; and establishing and maintaining filing and follow-up systems.
  3. Independently manage key projects and develop action plans, including gathering information, preparing reports, verifying the accuracy, establishing deadlines, and conducting follow up.
  4. Updates SalesForce (client management system) reports and data, and produces sales and activity reports in excel format. Generates and distributes sales and activity reports to various audiences. Supports SalesForce projects as needed.
  5. Assist with the tracking of Client and state licensing for all wholesalers. Act as the liaison between Wholesaling and Corporate Licensing determining the licensing needs for each sales territory.
  6. Support a portion of the onboarding process for new wholesalers, generating schedules, applying for licenses, continued education, business cards, and training.
  7. Assist with check request creation and invoice payment and financial spreadsheet illustrations.
  8. Identify, recommend and assist in implementing changes to office procedures and operations to reduce expenses and improve overall efficiencies.

What we'd expect from you:

  • Strong sense of urgency, attention to detail, and demonstrated success in a dynamic and changing environment.
  • Strong verbal and written communication skills to interact effectively and professionally with home office associates, advisors, and clients.
  • Self-motivated with strong organizational, planning and problem-solving skills to prioritize multiple tasks and meet deadlines.
  • Ability to work effectively under pressure with changing deadlines in a team environment and independently.
  • Knowledge of a variety of software, including Word, Excel, PowerPoint, and Lotus Notes
  • Ability to use discretion when working with critical, highly-sensitive and confidential information.

Preferred skills for this job:

  • Understanding of responsibilities to organize and control as many activities as possible.
  • Knowledge of the division's products, services and marketplace.
  • Understanding of the life insurance industry and terminology.
  • Knowledge of ​SalesForce (or different client mgmt. system) preferred
  • The ability to set up and run Webinars is a plus.