Posted 28 months ago

Sales Support Coordinator

Covington, KYOn-siteFull-time

AI Summary

An entry-level sales support role that assists with prospecting, scheduling, and coordinating meetings for external wholesalers, focusing on territory-based activity to increase advisor engagement.

About this role

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Internal Sales Support Team is focused on providing effective sales support to our firm partnerships, advisors, and wholesalers within the Retirement Division. The sales support coordinators are responsible for sales prospecting within their assigned geographical territories, utilizing sales techniques and territory-level marketing campaigns intended to generate external wholesaler appointments with the right advisors. These quality individual and group appointments this team schedules for external wholesalers assist in the overall sales production achieved within individual territories, channels, and the division as a whole.

This is an entry-level role within the sales organization responsible for providing support services to sales territories focused on increasing wholesaler activity, sales production, and the wholesaler’s ability to devote more time to client and case development. This position requires an individual that is a self-starter, strong attention to detail, professional communication skills, hard work ethic, and a competitive drive to succeed.

Essential Job Duties & Responsibilities

Utilize appointment strategies using zoning technology to optimize time with advisors and minimize wholesaler travel time

Effectively communicate and reinforce Protective’s mission statement and value proposition to sell the company, personnel, and products to advisors

Identifies and qualifies prospective customers and records sales prospecting activity in computer-based tracking systems

Execute territory-level marketing sales campaigns targeted to generate external wholesaler appointments

Participate in weekly team meetings and individual check-in calls to monitor individual performance

Implement sales techniques to schedule and confirm meetings of all types, including individual meetings, phone meetings, group meetings, and seminars

Coordinate and manage all aspects of group events – RSVP list, venue details, marketing materials, etc.

Partner with wholesaling teams to understand territory geography, zones, and routes for effective scheduling

Apply wholesaler territory zones and routes to maximize appointments with top producers and prospects

Regular analysis and maintenance of territory Market Metrics data

Assist in scheduling appointments for up to 4 RVPs while managing territory zones

Answer phone calls and emails via prospecting efforts and appointment confirmation/reminders to advisors

Resolve scheduling conflicts as they arise

Assist with follow up procedure after wholesaler meetings and routine correspondence such as thank you notes, birthday notes, etc.

Ensure accurate, detailed, and timely advisor data and call notes within CRM system

List management via data systems and spreadsheets to ensure always up-to-date prospecting lists

Complete material orders in preparation of or as a follow-up to meetings of all types

Qualifications & Job Requirements (Knowledge, Skills, and Abilities)

Previous administrative, sales, or scheduling experience preferred

Strong written, oral, and presentation skills

Strong organizational skills and attention to detail

Consistently a reliable and dependable resource for key stakeholders and partners

Works with high enthusiasm and conveys a positive attitude

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Skills

Appointment SchedulingCalendar ManagementCRMCRM NotesData EntryData QualityData TrackingEmail CommunicationMarketing CampaignsMarket Metrics AnalysisPhone CommunicationProspectingReportingRSVP ManagementTerritory MappingTerritory RoutingVenue CoordinationWorkflow Management

Sales Support Coordinator

About this role

Essential Job Duties & Responsibilities

Qualifications & Job Requirements (Knowledge, Skills, and Abilities)

Skills

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