Sales and Marketing Representative

Submitted by Mary Lynn Brown on Wed, 03/20/2019 - 2:18pm
Job Description: 

Position Summary:  Provide product information, illustrations, and marketing support for agents and staff. 

Essential Duties and Responsibilities

  • Provide sales and marketing support on agent support phone line.
  • Working knowledge of the different markets on which the company focuses and the differences/similarities in the interactions with the producers in those markets.
  • Process premium quotes and product illustrations with recommendations for modifications and enhancements when necessary. 
  • Provide software technical support to field when necessary.
  • Provide to the producer the sales and marketing materials and any other necessary form for sales.
  • Assist the producer in understanding the documents and their appropriate uses.
  • Disseminate information on state product approvals.
  • Engage in self-development with on-going life insurance industry practices, company products and practices and the same of affiliates and competitors.
  • Acquire in-depth knowledge of company product specifications, so that this         knowledge can be shared with the field force for their continued development.

 Critical Requirements

  • Full working knowledge of CFG products and services or life insurance background of two or more years.
  • Strong working knowledge of Microsoft Word and Excel.
  • Excellent language skills for both verbal and written communication. (Strong telephone communication skills and accurate keyboarding skills a must.)
  • Detail oriented
  • Ability to work independently, to balance, prioritize, and handle multiple tasks at one time
  • Strong listening skills, problem solving skills and critical thinking skills
  • Handle tasks with confidentiality when appropriate.

Preferred Requirements:  Two or more years’ experience working in a life insurance/sales or marketing environment, or in an office environment providing life insurance-related service. Associates degree.

Drug Free Workplace


Syracuse, NY
Position Available: 
Valid Until: 
Sun, Mar 31, 2019