The Resource

Compensation

Full 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 • 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. Planning, Sales & Service Support • 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. Marketing Support • Initiate and manage feed lists. • Assist with basic website setup and administer marketing start-up kits (business cards, email signatures, profiles, press releases). Qualifications • 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). Licensing Requirements • North Carolina Life & Health Insurance License (required). • North Carolina Long-Term Care License (required). Why Join Us? • 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. Apply Today! 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.