Life Sales Support Specialist (Onsite)

Life Sales Support Specialist

New York Long Term Care Brokers

Clifton Park, NY

About New York Long Term Care Brokers

Advisors Insurance Brokers (a New York Long Term Care Brokers, LLC and Integrity Marketing Group company) is a Brokerage General Agency (BGA) in the Life, Long-Term Care, Income Protection Insurance and Annuity (among other lines) space. The Agency’s guiding goal is to provide high quality, timely, accurate, sales driven support to our affiliated producers.

Job Summary

Advisors Insurance Brokers (a.k.a. New York Long Term Care Brokers, LLC, an Integrity Company) desires to expand and develop its market share in the Life/Disability Insurance & Annuity market areas. The firm’s guiding goal is to provide high quality, timely, accurate, sales driven support to our producers. Candidate is expected to support existing producers, as well as to solicit business from existing or prospective producers, when possible. The ideal candidate will hold a NYS LAH license and have experience in either a producer or sales support role.

Primary Responsibilities:

• Prepare and send life insurance or annuity proposals/quotes/illustrations, applications/forms (incl. NY Reg. 60), marketing materials, etc., and perform associated follow up/outreach to determine outcomes

•  Educate producers on various life insurance & annuity product solutions available from our partner carriers

• Check for appropriate licensing, continuing education requirements and company appointments for producers. Request necessary paperwork, etc. for producers, if not yet appointed with a specific carrier

• Review and correct applications when submitted, and policies once issued, for accuracy

• Take phone calls from, and make outbound phone calls to, producers for purposes of promoting our products and services, including new product developments, marketing resources, etc.

• Become proficient in the various agency computer and operational systems (e.g. illustration/proposal systems, Annuity Rate Watch/Cannex, CRM (InfusionSoft/Keap), administrative system (Keller), etc.)

• Occasional field work at trade shows and/or producer office visits may be requested

• Participate in creation of/improvement to internally created promotional/marketing materials

Primary Skills & Requirements

• 2+ years of relevant industry experience in either a producer or sales support role preferred

• NYS LAH license preferred

• Associates degree or relevant industry experience preferred

Additional Information:

• Any sales in which candidate is involved during business hours require a 50/50 commission with AIB

• Candidate is eligible to participate in agency employee benefit plan, as well as either a product specific bonus plan or agency bonus plan

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.