Sales Support Coordinator

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