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In office Sales advocate life & Annuity insurance licensed at Underwriters Marketing Service In office Sales advocate life & Annuity insurance licensed at Underwriters Marketing Service in Hainesport, New Jersey Posted in about 8 hours ago.

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full-time Company Description Underwriters Marketing Service (UMS) is an Independent Marketing Organization (IMO) founded in 1984, providing insurance and financial professionals with access to more than 40 leading carriers and a comprehensive portfolio of life, annuity, and extended healthcare products. The organization offers robust marketing resources, sales training, and one-on-one support to help partners grow production, sales, and profit. Starting from a single room under the leadership of CEO & President Mary Ann Lacey-Gray, UMS has expanded into a multi-department business while maintaining a close-knit, family-oriented culture. UMS focuses on holistic planning and strives to make producers feel like part of the UMS family, emphasizing long-term relationships and dedicated back-office support so professionals can be in business for themselves, but not by themselves. Role Description This is a full-time, on-site role based in Mount Laurel, NJ for an in-office Sales Advocate focused on life and annuity products, requiring appropriate insurance licensing. The Sales Advocate will support licensed agents and clients by responding to inquiries, preparing quotes and proposals, and assisting with case design for life and annuity solutions. Responsibilities include managing application paperwork, coordinating with carriers, tracking cases through the underwriting and issuance process, and ensuring accurate documentation in internal systems. The role involves daily customer service activities such as phone and email communication, problem resolution, and proactive follow-up to support a smooth sales experience. The Sales Advocate will also collaborate with internal departments on administrative tasks, maintain organized records, and contribute to marketing and sales initiatives as needed. Qualifications Candidates should possess strong Communication and Customer Service skills to interact effectively with agents, clients, and carrier representatives. Candidates should possess solid Administrative Assistance and Office Administration skills to manage paperwork, scheduling, data entry, and organized filing systems. Candidates should possess basic Accounting and financial accuracy skills to handle commissions tracking, billing support, and reconciliation tasks. Active life and annuity insurance license (or eligibility to obtain) and familiarity with insurance and financial products are preferred. Attention to detail, ability to prioritize multiple tasks, and comfort working in a fast-paced office environment. Proficiency with standard office software (e.g., email, spreadsheets, CRM or agency management systems) and willingness to learn new tools. Prior experience in insurance, financial services, or a related office-based role is beneficial. High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.