Internal Life Sales Specialist

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

About SPG Life & Annuity:

Founded in 1972, SPG Life and Annuity is a nationally recognized life insurance and annuity brokerage general agency. Our clients are financial institutions (banks and BDs) as well as individual financial advisors. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing. We have doubled in size over the last 10 years through consistent, diversified growth and we continue to grow our sales team of entrepreneurial sales professionals.

Title:  Internal Life Sales Specialist

Department:  Sales

Objective:  The Internal Sales Specialist is the primary touch point for our sales team; actively partnering with SPG Life and Annuity’s external wholesaler team, our clients, driving activity to meet sales goals.

An internal sales-specialist provides proactive and consultative support while coordinating administrative activity on sales leads, opportunities, case design and potential new business.  Individuals demonstrate or develop an understanding of the life insurance industry, becoming an expert on products, carriers, competition, and the regulatory environment, deepening relationships with producers, prospects, and insurance carriers, providing education and advocacy on clients’ behalf to ensure we are doing the right thing for the end client.  This position has a direct impact to a client’s financial security.

Job Functions:

• Provide direction and sales support to various audiences including illustrations and sales concept design, product and procedure education, appropriate marketing materials.
• Provide consultative recommendations and provide solutions for case design with a focus on the customers’ needs
• Coordinate and actively participate in complex case design with your external wholesaler and our in-house Advanced Marketing Attorney.
• Participate in prospect/client meetings or calls.
• Coordinate client medical issues with our in-house risk appraisal team
• Coordinate with all other internal departments to assist producer with unique client or case circumstances.
• Respond to the client and producer inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed.
• Coordinate high value sales activities with external sales partner, track status and review results on a consistent basis.
• Make product recommendations to producers by demonstrating a deep understanding of carrier products and the insurance industry.  Stay current with product changes and competitive advantages.
• Document all relevant sales activity in our CRM, review sales forecast and prospects with external wholesaler on a regular schedule.
• Maintain various reference materials including but not limited to; product lists, core carriers, and insurance carrier key contacts.
• Participate in various sales campaigns to enhance and grow revenue.
• Attend SPG Life and Annuity client events

Key Competencies:

• You enjoy delivering customer service excellence, exceeding client expectations, to over-deliver, add value with a sense of urgency, create a sense of “Wow!” with our clients every day.
• You are trustworthy and have high ethical standards and understand applicable laws, regulations, and company policies.
• You have a Sales Mindset:  strong commitment and desire for sales success and exceeding goals
• You have passion, drive, and ambition to build transformational relationships and sales success.
• You have strong written and verbal communication; effectively explain ideas, information, and complex concepts clearly and concisely. 
• Your listening skills are even better than your written and verbal skills
• Once you have listened to our client (the broker), you effectively influence them to better help their client.
• You are flexible; able to adapt to sudden changes in workflow and prioritize requests to accommodate customer and business needs.
• You are collaborative; you enjoy working with others to achieve overall results.

Position Type/Expected Hours of Work:

This is a full-time position.  Core hours of work are Monday through Friday, 8:30am to 5:00pm

Work Location:

Work location is flexible. Candidates near our Providence, RI offices will be expected to work on-site hybrid 3 days a week. Candidates outside these areas are welcome to apply and will work fully remote.

Salary Transparency:

The expected salary range for this position is $55,000-$70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions. 

#SPG

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.