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Sales Support Specialist
1 month ago
Job Summary:
We are seeking a detail-oriented Sales Support Specialist to join our team at Heritage Wealth Management. As a Sales Support Specialist, you will play a critical role in ensuring the client acquisition process runs smoothly from application submission to policy delivery.
Key Responsibilities:
- Process new business paperwork in a financial office
- Utilize intermediate to advanced computer skills to complete tasks efficiently
- Work with Annuity applications and transfers, as well as Tax Qualified and Non-Tax Qualified Accounts
- Collaborate with Advisors to complete and process applications for business submitted
- Ensure accuracy of information provided and submit completed applications to insurance/security agencies
Requirements:
- Previous experience in processing new business paperwork in a financial office preferred
- Intermediate to advanced computer skills desired
- Experience with Excel required
- Strong organizational skills and attention to detail
- Excellent communication; both verbal and written
Benefits:
- Health Insurance after 30 days
- Generous PTO
Work Environment:
- Monday – Friday: 9 am – 5 pm
At Heritage Wealth Management, we pride ourselves on providing the ultimate client experience. If you are a motivated and detail-oriented individual with a passion for the financial industry, we encourage you to apply for this exciting opportunity.