Advocate Financial LLC Sales Intern Fort Wayne, IN · Intern Company website

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Advocate Financial Life & Health Brokerage is an agent's #1 Advocate. Advocate Financial started in 2009 to meet the need for superior support, strategic vision, and quality service for both financial institutions and independent agencies. Our planning, daily support, & broad network will energize and develop advisers through new ideas, stellar products, and the charisma to make the difference. Our record of success includes working one on one with hundreds of agents, and over 150 financial institutions. As a National Insurance Marketing Brokerage, we are an adviser to the adviser - specializing in Life Insurance, Annuities, and Medicare Insurance products, we offer dozens of hand selected insurance companies. Advocate offers top level contracts, experienced training, specializing in niche market targeting, and strategic growth optimization. Our goal is to grow your business!

Key Responsibilities

Prospecting & Outreach

• Execute daily outreach activity targets (calls, emails, social touches).
• Engage cold leads and initiate meaningful recruiting conversations.
• Follow structured outreach sequences and prospecting campaigns.

Lead Qualification & Pipeline Development

• Qualify prospects based on production level, licensing status, market focus, and growth potential.
• Document all activity and conversations within the CRM.
• Maintain organized and accurate pipeline records.
• Schedule recruiting consultations for the SSDR or the Director of National Distribution.
• Conduct consistent follow-up to move prospects through the recruiting funnel.

CRM & Data Management

• Maintain accurate lead records and pipeline stages.
• Track activity metrics and performance data.
• Ensure timely follow-up and task management.
• Assist in list building and database management.

Team Collaboration & Growth

• Participate in weekly pipeline and performance meetings.
• Contribute ideas to improve outreach strategy and lead quality.
• Uphold company culture, accountability standards, and professional communication.

 

Qualifications

Required Qualifications

• Strong communication skills.
• Comfortable with high-volume outbound outreach.
• Organized and disciplined in follow-up.
• Coachable with a growth mindset.
• Basic CRM proficiency.

Physical Demands

• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of phone and video conferencing platforms.
• Ability to communicate clearly and professionally in person and virtually.
• Occasional travel for industry conferences, recruiting events, or company meetings.
• Ability to operate standard office equipment.

 

Equal Opportunity:

Advocate Financial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.