What are the responsibilities and job description for the Sales Support Specialist I position at Security Benefit Business Services / Everly Life?
Security Benefit is searching for a Sales Support Specialist with proven experience to join our Operations Team. The Sales Support Specialist will work in our home office in Topeka, Kansas. SB associates are working in a hybrid environment with both remote and on-site work.
Who Are We?
Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides mutual funds, annuities and retirement programs.
What Does the Job Look Like?
The Sales Support Specialist is an important individual contributor to the Operations Team for Security Benefit. Primary responsibilities include managing not in good order (NIGO) resolution for new business, post issue transactions, and appointment/licensing applications in support of our overall NIGO management and support program. Additional responsibilities may also include researching and analyzing problems and escalations to determine accurate and prompt triage and resolution of any errors/issues that arise, relaying necessary information and status updates, addressing general inquiries, and providing general issues resolution. The Specialist will plan, organize, and direct internal support for the handling of NIGO remediation and management as their primary activities. Responsibilities include:
Partners with Sales associates and working with external audiences to manage and remediate NIGOs for new business applications, post issue transactions, and appointment/licensing applications
Support tracking, reporting, and trending of NIGO activities to support root cause identification
Partner with internal constituents to support implementation of NIGO remediation efforts and continuous improvement opportunities with a focus on reducing future NIGO volumes
Research pending contract issues including reviewing contracts to ensure they are in good order, following up with LOA paperwork, checking processing for any potential contracts not in good order (NIGO)
Support general operations and service related inquiries from the Sales team
Identify and help deliver solutions to resolve emerging service gaps and advise constituents on trends and corresponding solutions
Partners with service and administrative associates to provide the highest level of support to sales professionals
Who Are You?
An experienced Sales Support professional with one to three years’ experience in a Service or Administration environment with client services preferred
Have a Bachelor’s Degree in Business or a related field preferred
Ability to work independently with strong initiative and motivation with excellent follow through
Possess strong customer service and relationship building skills with the ability to interact positively and successfully with all levels of staff and management to meet business needs
Willing to develop a broad understanding of products, services, policies, procedures, regulations, and laws for effective performance
Have financial and investment management industry experience preferred
A team player who enjoys collaboration and able to facilitate the resolution of issues
Strong problem solving and analytical skills
Effective written, oral, and interpersonal communication skills
Proficient in Microsoft Office (Word, Excel, Outlook)
Ability to handle multiple priorities
What Security Benefit Can Offer You?Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:
Employees are eligible for an annual incentive bonus designed to reward for performance
33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
Paid parental leave eligible after one year of service
Medical, Dental & Vision Insurance
401k with company match
Profit Sharing & Savings Plan
Short-term and long-term disability insurance
Flexible spending account
Life insurance
Educational Assistance
Associate Assistance Programs
Career growth and more!
Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE