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Sales Admin & Receptionist
Job Description
Job Title: Sales Execution Team Member – Financial Services Support
Location: Winston-Salem, NC
Employment Type: Full-Time
About the Role
Join our Sales Execution Team and play a critical role in supporting financial representatives with less than five years of experience. This position serves as the initial in-person contact for clients and policy owners while providing comprehensive operational, planning, and marketing support to ensure smooth business processes and exceptional client service.
Key Responsibilities
Operations Support
If you are detail-oriented, proactive, and passionate about supporting financial services professionals, we’d love to hear from you. Submit your resume and start your career with us. Email Jordan at jmilligan@theresource.com.
Location: Winston-Salem, NC
Employment Type: Full-Time
About the Role
Join our Sales Execution Team and play a critical role in supporting financial representatives with less than five years of experience. This position serves as the initial in-person contact for clients and policy owners while providing comprehensive operational, planning, and marketing support to ensure smooth business processes and exceptional client service.
Key Responsibilities
Operations Support
- Greet visitors and direct them appropriately.
- Provide administrative support for financial representatives under five years.
- Maintain CRM case notes and starter checklists.
- Create and maintain compliant client file folders.
- Prepare compliant letters, handle correspondence, and manage incoming/outgoing mail.
- Generate Client Builder reports for meetings and reviews.
- Answer transfer agency calls and assist with office projects.
- Conduct weekly one-on-one meetings with supported representatives.
- Participate in Development Team meetings to share insights and updates.
- Prepare integrated pre-sale packages for client presentations.
- Manage underwriting processes: pre-fill and review applications, schedule medical exams, monitor Daily Status Reports, and follow up on requirements.
- Process service requests (e.g., beneficiary changes, address updates, payment facilitation).
- Coach representatives on activity goals and time management strategies.
- Initiate and manage feed lists.
- Assist with basic website setup and administer marketing start-up kits (business cards, email signatures, profiles, press releases).
- Proficiency in Microsoft Office and basic computer skills.
- Strong organizational and multitasking abilities.
- Excellent customer service and relationship-building skills.
- Analytical, problem-solving, and communication skills (written and verbal).
- Attention to detail and ability to thrive in a fast-paced environment.
- Flexible, open-minded, and committed to professional development (licensing, registration, designations).
- North Carolina Life & Health Insurance License (required).
- North Carolina Long-Term Care License (required).
- Collaborative team environment focused on growth and development.
- Opportunity to make a direct impact on client experience and representative success.
- Professional development and licensing support provided.
If you are detail-oriented, proactive, and passionate about supporting financial services professionals, we’d love to hear from you. Submit your resume and start your career with us. Email Jordan at jmilligan@theresource.com.
