Administrative Sales Support Specialist

Delaware Life Marketing Indianapolis, Indiana


Description

Position at Delaware Life

Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Administrative Sales Support Specialist

Delaware Life Marketing | Waltham, MA or Indianapolis, IN

Job Summary                                                 

The Sales Support team is responsible for supporting Delaware Life marketing and sales initiatives to increase the sales of new business, grow assets under management and to improve customer loyalty. Support will include initiatives to onboard new distributors, facilitate the new business process, provide appropriate marketing and operational materials and to educate our advisors and our wholesalers on various products and services.

The Administrative Sales Support Specialist will support the Delaware Life Marketing and Sales team while learning Delaware Life new business and service processes, the annuity marketplace, and our product features. With that knowledge, this individual will directly interact and provide assistance and education to internal and external clients – in an effort to create an ease of doing business with Delaware Life Insurance.

Position Responsibilities

The Administrative Sales Support Specialist position will support and work closely with the Delaware Life Marketing & Sales teams. Support for these groups will include answering questions, ordering marketing materials and application packages, creating ad hoc reports, completing research, running illustrations, maintaining the CRM data and general administrative tasks. Actively participates in responsibilities that assists the department and company in achieving its sales goals and onboarding targets.

As the Administrative Sales Support Specialist gains experience on company products and services, this individual will interface more directly with external clients.

This is a new and exciting opportunity in the Delaware Life Marketing organization that works closely with our marketing and sales team members. This is not a sales role and is a salaried position.

 Responsibilities also include:  

  • Conducts on-going data entry and basic reporting in Salesforce for the sales team.
  • Reviews and responds to inbox e-mail inquiries from internal sales members and external partners. Works closely with Sales Support Leader to identify and resolve inquiries.
  • Proactively maintains and orders all marketing materials needed for the sales organization, including identifying, tracking and ordering marketing and product materials.
  • Identifies, prepares and sends sales support marketing materials to wholesalers in the various sales regions, including directly to advisors.
  • Participates in supporting sales campaign and company sales events efforts, when needed.
  • Creates and documents business requirements for tools and/or reports to help support distribution efforts.
  • Reports progress to management on daily, weekly and monthly status.
  • Maintains and communicates procedural and/or operational changes to the sales organization.
  • Updates and tracks firm restrictions to the sales process.

 Position Requirements:

  • Associate or bachelor’s degree, preferred.
  • Background in Operations/Financial Services experience preferred
  • Requires strong organizational skills.
  • Detailed orientated and ability to multi-task and manage competing priorities.
  • Can-do attitude, and strong presentation and interpersonal skills required.
  • Proficient in Microsoft Office Suite (Word, PowerPoint, Excel).