Sales Support Manager

Overview
We are seeking a motivated and detail-oriented Sales Support Representative to join our dynamic team. In this role, you will play a crucial part in enhancing customer satisfaction and supporting the sales team to achieve their goals. The ideal candidate will possess strong customer service skills and a collaborative spirit, ensuring that our clients receive the best possible experience.

Duties

• Provides up-to-date product knowledge and support to team members and clients
• Serves as a backup to the advisors to further educate clients and help move opportunities forward
• Actively manages and mines the book of business for opportunities to improve client outcomes
• Responsible for escalating new business issues with providers
• Provide exceptional customer service by addressing inquiries and resolving issues promptly and effectively.
• Prepare proposals and illustrations for sales opportunities including Morningstar Comparison Reports
• Generates income plan worksheets for advisor and client use
• Create financial plans in eMoney or similar financial modeling software
• Serves as the wholesaler liaison for the office and schedules monthly office visits
• Act as a backup for client reviews, when needed
• Participate in team meetings to discuss strategies for improving sales processes and customer engagement.
• Keeping Redtail up-to-date with your notes, action items, and status updates
• Special projects as assigned
• Responsible for documenting their role and creating SOPs and workflows for their roles
• Other roles and responsibilities as assigned

Qualifications

• Proven experience in customer service or a related field is preferred.
• Strong collaboration skills with the ability to work effectively within a team environment.
• Excellent verbal and written communication skills.
• Proficient in using CRM software and Microsoft Office Suite.
• Detail-oriented with strong organizational skills to manage multiple tasks efficiently.
• A proactive attitude with the ability to adapt to changing priorities in a fast-paced environment.
• Must have FINRA licenses and life and health insurance license

If you are passionate about providing outstanding support to customers and contributing to a successful sales team, we encourage you to apply for this exciting opportunity as a Sales Support Representative.

Job Type: Full-time

Pay: $55,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation Package:

• Bonus opportunities

Schedule:

• Day shift

Application Question(s):

• Do you have active FINRA series licenses?

Experience:

• Financial Services: 3 years (Required)

Ability to Commute:

• Fort Worth, TX 76107 (Required)

Ability to Relocate:

• Fort Worth, TX 76107: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $95,000