Sales Support Specialist

2 weeks ago


Bozeman, Montana, United States WealthVest Full time
Job Overview

Internal Sales Associate

About WealthVest

WealthVest Marketing is a prominent firm in the financial services sector, focusing on the marketing and distribution of insurance products. Our mission is to empower Financial Advisors with the best resources and support to excel in their practices. Joining our team means being part of a culture that values innovation, continuous improvement, and personal growth.

Role Summary

The Sales Support Specialist will be required to secure essential licenses within the initial three months, paving the way for a transition into the role of Internal Sales Associate. In this capacity, you will collaborate with External Sales Representatives, educate financial professionals about our insurance offerings, address service-related inquiries, and enhance the brand reputation of our Insurance Carrier through exceptional service delivery.

Key Responsibilities

  • Act as the primary liaison among External Sales Representatives, financial professionals, and the organization.
  • Engage closely with financial professionals to identify their requirements and deliver effective solutions.
  • Coordinate with the marketing team and contribute insights to enhance processes and tools.

Qualifications

  • Outstanding communication and interpersonal skills.
  • Proficient in utilizing various communication platforms on a daily basis.
  • Demonstrated ownership and accountability for assigned tasks.
  • Commitment to quality and meticulous attention to detail.
  • Ability to manage multiple tasks and think strategically.
  • Exemplary integrity and sound judgment.
  • Growth-oriented mindset with a willingness to accept feedback.
  • Strong emotional intelligence and problem-solving capabilities.
  • Detail-oriented and resourceful in approach.

Compensation: $50,000 - $55,000 annually plus variable compensation.

Benefits Overview

  • Comprehensive Medical, Dental, Vision, and Disability insurance.
  • Life and Accidental Death & Dismemberment insurance.
  • 401(k) plan with matching contributions and additional financial perks.
  • Parental and Military leave options.

Employment Type: Full-time, in-office position.

Work Schedule:

  • Standard 8-hour shift, Monday through Friday.


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