Partnerships Associate
Afficiency
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $60,000 - $90,000 per year
About the role
- Support the end-to-end onboarding of new distribution partners.
- Act as the "Internal Advocate" for our partners.
- Maintain a "Source of Truth" in HubSpot.
- Schedule and support training webinars.
- Harness the power of Excel to generate and analyze distribution trends.
- Keep a pulse on the independent life insurance landscape, monitoring competitor shifts.
Requirements
- 1–3 years of experience within a Life Insurance Carrier, BGA, or Agency.
- You understand the "language of insurance" and want to apply it in a modern, fast-growing organization.
- You have experience working with spreadsheets.
- You know your way around a CRM and can quickly learn and enhance our current system.
- You are obsessed with the "Little Things."
- You thrive in an environment where not every process is written down.
- You have some proficiency in Excel (pivot tables, vlookups) and experience with a CRM (Salesforce/HubSpot).
- Ability to obtain a Life & Health License within the first 120 days (the company usually pays for this).
Benefits
- Competitive salary with equity options
- Robust health, dental, and vision benefits for employee and dependents
- 401k matching contributions
- Generous PTO policy
- Provided work-from-home equipment
- Work at a supportive and fast-growing startup with a fantastic team
- Environment to learn from other team members, grow a business from the ground up.
- Support in developing your skills and accelerating your career quickly.
- Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Excelpivot tablesvlookups
Soft Skills
attention to detailadaptabilitycommunication
Certifications
Life & Health License