Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement. **Essential Duties and Responsibilities** + Partner with senior Consultants to grow insurance sales. + Engage financial advisors via phone and email to promote solutions. + Assist with case prep, illustrations, and proposal creation. + Support marketing campaigns and follow-up communications. + Respond to advisor inquiries and provide product support. + Contribute to team initiatives and special projects as needed. **Knowledge, Skills, and Abilities** **Knowledge of** + Insurance products and distribution channels. + Internal sales processes and CRM tools. + Financial advisor workflows and client needs. **Skill in** + Communicating clearly and persuasively with advisors. + Managing multiple priorities in a fast-paced environment. + Creating polished presentations and reports. **Ability to** + Build strong relationships with internal and external partners. + Adapt quickly to changing priorities and business needs. + Work independently and as part of a collaborative team. + Demonstrate initiative and a proactive sales mindset. **Educational/Previous Experience Requirements** + Associate’s degree or 1–3 years of experience in financial services or insurance sales support. + Equivalent combinations of education and experience considered with approval from Human Resources. **Licenses/Certifications** + State insurance licenses (2–14) to be obtained within 3 months of hire. + SIE required (unless exempt) and Series 7 Required within 9 months of Hire