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Sales Support Specialist
$61,875–$103,125 year
Hybrid · Boston, Massachusetts, United States
Job Summary
Sales Support Specialist role supporting the life insurance pre-sale process and Sales & Distribution team. Responsibilities include handling product information, case design, illustrations, outbound/inbound communications, and supporting the new business and underwriting process with various tools and resources. Requires pursuing FINRA SIE, Series 6, and Series 63 licenses plus State Insurance Licenses, with licenses to be acquired within 4 months of hire and at least one FINRA exam to be passed within the first 10 weeks. Based in Boston with a Hybrid working arrangement. The position offers license-study resources, reimbursement for license-related fees, opportunities for professional development (CLU/ChFC designations), collaboration with multiple internal teams, and a comprehensive benefits package. The company emphasizes equal opportunity employment, inclusion, and support for accommodations during the application process.
Required Qualifications
- FINRA SIE
- Series 6
- Series 63
- State Insurance Licenses
- Licenses to be acquired within 4 months of hire
- Must pass at least one FINRA exam within the first 10 weeks of hire
- License exam study materials provided
- Ability to develop breadth of industry knowledge and technical expertise
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