Life Sales Operations Advocate

Job Summary

A company is looking for a Life Sales Operations Advocate.

Key Responsibilities

• Manage client communications and documentation to ensure efficient case completion
• Collaborate with internal and external teams to enhance client relationships and streamline processes
• Assist with onboarding clients and maintain accurate partner profiles and contact lists

Required Qualifications

• Associate degree or high school diploma with 5-7 years of related experience; Bachelor's degree preferred
• 2-3 years of life insurance experience, preferably in case management
• 5-10 years in the financial services industry, specifically with life products
• Strong work ethic with the ability to prioritize effectively
• Experience with CRM or other tracking methods