Sales Support Coordinator

Sales Support Coordinator

Requirements

• 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

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

Preferred Qualifications

• Previous administrative, sales, or scheduling experience preferred