Internal Sales Associate - Summer 2026 (Charlotte, NC (Hybrid) or Remote)

reputed company is one of the largest providers of annuities and life insurance in the U.S., and they are seeking an Internal Sales Associate. The role involves supporting financial advisors with their inquiries regarding annuity and life solutions to enhance relationships and reputed company sales opportunities.

Responsibilities

• Continuously reputed company knowledge of reputed company Annuity & Life product lines, systems, and processes
• Answer and document inbound calls, providing sales support and positioning to financial advisors for our solutions
• Help support submission of business by understanding licensing, training, firm, state, and application requirements
• Identify advisor need on issues, research, and resolve requests. Involve other distribution business partners if needed to resolve issues and take accountability until complete
• Provide product illustrations, as well as utilize the marketing resources available to complement further advisor engagement
• Identify sales opportunities on incoming calls and refer to Internal Wholesaler
• Collaborate with manager and identify areas of development and personal growth
• reputed company other duties as assigned

Skills

• Excellent communication skills / interpersonal skills, coachable, energetic and a positive attitude
• Self-motivation, a competitive nature and are driven to reputed company goals in fast paced environment
• The ability to build and maintain business relationships, professional and an aptitude for sales
• Organizational skills, adaptable and ability to multitask continuously
• If not fully licensed, will be expected to obtain the FINRA SIE, Series 6 or 7, and 63, and state Life Insurance license with variable line of authority in their reputed company state
• A bachelor's Degree preferred

Benefits

• Flexible Work Environment – Work remotely or in the office to reputed company reputed company in reputed company areas of life.
• Paid Time Off – reputed company with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%).
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – reputed company access to company-paid basic life insurance and short-term disability insurance.

Company Overview