Institutional Sales Associate

WHO WE ARE

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.

We value:

• The highest ethical standards
• Commitment to excellence
• Respect for individuals
• Investment in people and processes
• Accountability

Interested in learning more?  to find out what it’s like to work at FIG.

The Institutional Sales Associate provides critical operational and administrative support for FIG’s Institutional Sales team. This role serves as a key liaison between the Sales and Operations/Contracting teams, helping to ensure accuracy, efficiency, and strong communication across annuity and life business.

This position plays an important role in supporting new business and inforce processing, assisting agents and internal partners, and helping ensure a smooth, consistent experience for all parties.

• Serve as a liaison between Sales and Operations/Contracting teams (Annuity & Life).
• Answer and assist with operational questions related to new business and inforce processing.
• Support The Standard new business and inforce processing workflows.
• Assist with book-of-business maintenance and agent changes.
• Provide backup support to Sales Associate - Onboarding and related tasks as needed.

• Assist with e-application software questions and training.
• Maintain accurate data entry and documentation within FIG systems.
• Learn and effectively use FIG platforms, tools, and processes.

• Assist the institutional sales team and FIG with other duties as assigned.

• Bachelor’s degree or equivalent work experience
• Comfort with data entry, systems, and learning new software platforms

• Eager to learn, open-minded, and receptive to coaching and feedback
• Hardworking, dependable, and willing to take initiative
• Self-starter who asks questions and seeks to understand the “why”
• Strong multitasker who can manage details while keeping priorities organized
• Curious “sponge” who absorbs information quickly and applies it thoughtfully
• Proactive problem solver with a positive, solutions-oriented attitude