Internal Sales Support in Boston, MA at Vaco

Date Posted: 5/13/2022

Job Snapshot

  • Employee Type:
  • Location:
    Boston, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Vaco Boston has partnered with our client to help fill an Internal Sales Support role.


  • Build a foundation of life product knowledge with the ability to explain technical aspects of product features, benefits, and riders.
  • Produce life insurance illustrations that are both timely and accurate.
  • Demonstrate an innovative mindset to provide alternate solutions, illustrations and case designs to help win the sale.
  • Follow-up with stakeholders to determine that illustrations meet their needs and help complete the sale.
  • Build solid relationships with key stakeholders, including, producers, back offices, wholesalers and internal counterparts.
  • Work with the firm's partners to help drive sales.
  • Understand the focus of company's business and implement the strategies and plans to meet / exceed sales goals.
  • Identify opportunities to enhance customer relationships and facilitate the sales process through proactive outreach and the sharing of different product and marketing ideas.
  • Regularly scan the competitive marketplace for updates on products and sales stories to determine how company can best compete.
  • Understand the new business and underwriting processes and advocate for case(s) as appropriate.
  • Demonstrate a high-level of resourcefulness and effectiveness and efficiency.
  • Effectively use Salesforce to help track and support the business and sales process.

Job Requirements:

  • Bachelor's degree, or equivalent.
  • 1-4 years of financial services or insurance industry experience preferred.
  • Excellent phone demeanor, strong sales acumen, and customer service skills.
  • Excellent organizational and time management skills; ability to manage multiple priorities.
  • Ability to use advanced judgment in problem solving.
  • Strong verbal and written communication skills.
  • Understanding of life insurance, corresponding illustrations, sales concepts, and the underwriting process helpful.
  • Experience with CRMs and database management.
  • Working knowledge of Outlook and Microsoft Office applications.
  • FINRA SIE, Series 6, 63 and State Insurance Licenses highly preferred (required within 4 months of hire). Must pass at least one FINRA exam within first 10 weeks of hire