About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services / Insurance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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The Opportunity

Confidential Client is hiring a Sales Support Specialist to join an Annuity Internal Sales Desk in Boston, MA. This is a developmental role (expected up to 18 months) focused on building annuity product knowledge, consultative sales support skills, and relationship management experience. The role is designed to prepare high-performing contributors for possible progression to an Internal Wholesaler position; promotion will depend on performance and business needs.

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What You’ll Do

You will provide phone-based sales support to financial professionals and internal partners, helping them with product information, illustrations, and fulfillment requests. Primary responsibilities include:

• Support an inbound telephone queue answering product and rate questions
• Run product illustrations with 100% accuracy and meet turnaround expectations
• Fulfill requests for marketing collateral, application kits, and illustrations
• Route calls and leads to appropriate teams, including Internal Wholesalers
• Log all activity and interactions in the CRM (Salesforce)
• Build and maintain strong product and market knowledge (product, economic, industry, competitor)
• Participate in training and coaching to grow consultative sales and relationship skills
• Other duties as assigned

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Minimum Qualifications

• High school diploma or equivalent
• 6+ months of customer service, sales, or relevant internship experience (academic/campus/part-time counts)
• 1+ year experience with Microsoft Office (Outlook, Excel, PowerPoint)
• FINRA SIE & Series 6 at time of application or ability to obtain within 6 months of hire
• State Securities License (Series 63) at time of application or ability to obtain within 6 months of hire
• State Life & Health insurance license at time of application or ability to obtain within 6 months of hire

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Preferred Qualifications

• Bachelor’s degree
• Prior third‑party annuity distribution experience
• 1+ year in financial services or insurance industry
• 1+ year of sales support or direct selling (quota-driven) experience
• Experience with CRM systems (Salesforce) and customer relationship management
• Strong written and verbal communication skills
• Interest in developing a career in annuity/product sales and wholesaling

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Employment Type & Compensation

• Employment type: Full time (Contractor status may apply per engagement model)
• Estimated pay (provided by source): $56,562 per year (estimated)

Note: Where local pay-transparency laws apply, this posting includes the provided pay information. Exact compensation and benefits will be discussed during the hiring process and may vary based on experience and location.

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Team & Culture

The team is collaborative, agile, and committed to diversity and inclusion. Expect structured coaching, ongoing learning opportunities, and a supportive culture that values integrity, stewardship, and long-term impact.

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Location

This role is based in Boston, MA (on-site). Applicants must be eligible to work in the United States.

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Keywords & Skills (for clarity)

• Annuity sales support
• Salesforce CRM
• FINRA Series 6 / SIE / Series 63
• Customer service / consultative communication
• Internal wholesaler development
• Financial services / insurance product knowledge

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.