Job description

SUMMARY: The Internal Sales Support Coordinator assists in raising and retaining assets within a geographic territory by responding to and making phone calls to contracted agents to share sales ideas, provide product information, and account updates, and offer sales support. This individual assists in developing and maintaining relationships to sell our Annuities and Life Insurance products as well as identify new sales opportunities.

The Internal Sales Support Coordinator must understand and have a passion for Annuities & Life Insurance, the sales process, as well as excellent verbal and written communications skills. They must also have excellent organizational and follow-up skills, and the ability to handle multiple responsibilities simultaneously. Moreover, they must demonstrate professional presence, poise, strong presentation skills, and a high level of energy and motivation.

DUTIES AND RESPONSIBILITIES:

• Build, grow, and maintain advisor relationships by developing a thorough understanding of GBU products and successfully educating advisors in partnership with the external wholesaler;
• Onboard new reps into the territory by providing training of GBU operational systems;
• Respond to inbound phone line and sales email box with a variety of service requests;
• Maintain and track inbound and outbound activity in CRM;
• Help territory achieve sales and proactive sales activity goals (15-20 outbound calls per day);
• Identify opportunities and helps move the Agents through the sales process with follow-up and electronic delivery;
• Proactively support team initiatives and complete special projects and other duties as assigned;
• Work closely with the operations team to solve any agent and member issues.

QUALIFICATIONS:

• Bachelors Degree or Equivalent experience;
• Insurance Licenses or ability to obtain within 6 months of employment;
• At least 7 years of experience in the financial services industry with an emphasis in operational support;
• Strong Computer Skills - proficient knowledge of Microsoft Office Suite, SharePoint, etc.;
• Experience with electronic application systems and CRM platforms;
• Self-starter, extremely organized and detail-oriented with a strong commitment to accuracy;
• Sound judgment and excellent problem-solving skills;
• Responsive and reliable, with exceptional follow-through;
• Ability to work both independently and as a team player;
• Enjoys working in a fast-paced environment.

ABOUT US

GBU Financial Life (GBU) is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members, GBU is non-denominational and has grown to be a profitable life and annuity insurer with over $4 billion in assets. As Pennsylvania’s largest fraternal, and the nation’s fifth, GBU serves more than 60,000 members across the country with a 46-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life and retirement products, including term life, permanent life, and fixed annuities.

GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. We are also heavily involved in sponsoring various programs such as scholarships, grants, and other fraternal programs for our members. Giving back to the community and integrating the membership into service-oriented activities is an important part of

GBU’s fabric and culture. GBU’s office and main operations are based in Pittsburgh, Pennsylvania. We employ a staff of around 90 loyal, tenured employees. GBU is financially strong and recently earned an “A-” A.M. Best rating due to our thoughtful investment and long-term financial growth approach. Controlled growth and long-term financial management and investing are core to the company’s success in achieving the strong financial position we have today.

Attracting new talent to GBU to support our enterprise-wide growth goals is one of the many priorities for us as we move forward. As we continue building a best-in-class operations and technology platform, and diversifying our product mix, we are looking to add to our team. You can help us strengthen our foundation by being the next addition to our high-performing team!

OUR CULTURE

GBU is a small, family-oriented company. We have very low turnover, some of our staff has 20+ years’ experience. Attracting new talent to GBU to support our enterprise-wide growth goals is one of the many priorities for us as we move forward. As we continue building a best-in-class operations and technology platform, and diversifying our product mix, we are looking to add to our team!

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Experience:

• Financial Services Industry: 7 years (Required)

License/Certification:

• Insurance License for Life/Annuities (Preferred)

Work Location: Hybrid remote in Pittsburgh, PA 15227

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