Sales Admin & Receptionist
500 W 5th St , Suite 604 Winston-Salem, NC 27101 US
Job Description
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.
