Sales Coordinator POST NUMBER: 404300
Vaco Boston has partnered with their client to help fill a Sales Coordinator role.
- Unlimited opportunity for growth and development
- Leaders who are invested in your success
- A diverse and inclusive work environment
- Act as a partner and resource for our Regional Vice Presidents and Distribution Partners
- Assist Producers and key stakeholders with case design, life insurance product questions, literature requests, website assistance, competitive analysis and information gathering
- Prepare basic to advanced life insurance illustrations in a timely and accurate manner
- Follow up with key stakeholders to determine that illustrations meet their needs and help complete the sale
- Maintain a proactive and supportive relationship with producers and back offices
- Monitor life insurance applications through the underwriting process
- Build solid relationships with the home office and field fostering an environment that supports teamwork
- Document and track daily activity using our customer relationship management (CRM) tool.
- Maintaining knowledge of company’s products, services, and processes
- Build and maintain strong relationships with Producers, Wholesalers, and back offices
Qualifications:
- Bachelor's degree required
- 2-4 years of experience within the financial services or insurance industry strongly preferred
- FINRA Series 6 and 63, State Insurance Licenses preferable.
- Need to acquire these licenses within four months of hire date
- Understand life insurance sales concepts, corresponding illustrations, and the underwriting process helpful
- Insurance product knowledge and industry experience, a plus
- Strong communication, critical thinking, and problem- solving skills
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.