Sales Support Specialist; Financial

Direct Hire for Russell Tobin’s Financial Services Client

Are you a self-starter with strong communication skills who enjoys working in a team environment and has a passion for learning? Consider joining our client’s team as an Internal Sales Support Specialist within their continuously growing insurance division.

The primary responsibility for this role is to provide industry-leading pre‑sales support to all sources of business. You will be a primary point of contact and resource for sellers on a variety of topics relating to the life insurance sales process, including product information, case design, illustrations, and assistance with marketing, new business, and underwriting needs.

• Demonstrate an innovative mindset to provide solutions, illustrations, and case designs to help win the sale.
• Build strong relationships with key stakeholders, including producers, back offices, wholesalers, and internal counterparts.
• Collaborate within a team environment to help drive sales.
• Excel in a fast‑paced, ever‑changing environment while exhibiting a professional manner.
• Deliver trusted, professional, and reliable service to financial professionals.
• Actively demonstrate critical thinking and problem‑solving skills to support the sales process.
• Strengthen the brand presence in the marketplace.
• Work effectively in a team environment while resolving issues accurately and independently.

• Strong written and verbal communicators
• Continuous learners
• Team players
• Driven individuals with a passion for sales

• SIE (Series 6 or
  7) REQUIRED and a MA Insurance License preferred (or willingness to obtain post‑hire)
• Excellent phone demeanor, strong sales acumen, and customer service skills
• Knowledge of financial services is a plus

• Starting base salary of $70K–$75K plus annual performance bonus
• Hybrid schedule in Boston, MA
• Paid training and health/retirement benefits starting Day 1
• 3 weeks paid vacation plus additional time off (personal, sick, family care days)
• Online learning programs to support career development at your own pace
• Career growth opportunities and leadership support to achieve your goals