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Life Sales Operations Advocate

Company: VirtualVocations
Location: Orange
Posted on: February 4, 2025

Job Description:

A company is looking for a Life Sales Operations Advocate - Remote.



Key Responsibilities

Manage client communications and documentation to ensure efficient case completion
Collaborate with internal and external teams to foster client relationships and resolve inquiries
Assist in streamlining internal processes and support the Sales team with system development and client onboarding


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 with case management experience
5-10 years in the financial services industry, specifically with life products
Strong work ethic with the ability to prioritize effectively
Experience working with CRM or other tracking methods

Keywords: VirtualVocations, Indio , Life Sales Operations Advocate, Sales , Orange, California

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