Sales Support Coordinator

Saved job description

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 responsible for providing effective sales support to our firm partnerships, advisors, and wholesalers within the Retirement Division across the U.S. This support includes taking inbound sales calls and making outbound sales calls to financial advisors to 1) assist them in understanding our retirement income solutions for their customers, or 2) prospect within assigned geographical territories to generate appointments with targeted advisors. The outlined support this team provides assists 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 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

•    Clearly convey and uphold Protective’s mission and value proposition to advisors.

•    Implement marketing sales campaigns at the territory level to secure appointments for external wholesalers.

•    Efficiently fulfill advisor requests for product illustrations and marketing materials with accuracy.

•    Serve as a product expert, providing comprehensive education on product features and benefits.

•    Conduct proactive daily sales calls with new and existing representatives to generate appointments for external partners.

•    Maintain and document advisor profile information and sales activities using Protective databases.

•    Participate in weekly team meetings and individual check-ins to track performance.

•    Apply sales techniques to schedule and confirm various types of meetings, including individual, phone, group, and seminars.

•    Work with wholesaling teams to understand territory geography, zones, and routes for effective scheduling.

•    Assist with follow-up procedures after wholesaler meetings and manage routine correspondence such as thank you notes and birthday notes.

•    Ensure advisor data and call notes are accurately and promptly recorded in the CRM system.

•    Assist in desk wide initiatives including marketing lead follow-up, drive conference attendance, and lead follow-up generated by both Protective and firm partner sponsored events. 

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

•    A Bachelor’s degree or relevant sales/industry experience is preferred.

•    Excellent written, verbal, and presentation skills.

•    Highly adaptable and flexible to accommodate business needs.

•    Strong organizational abilities with keen attention to detail.

•    Consistently reliable and dependable for key stakeholders and partners.

•    Demonstrates high enthusiasm and a positive attitude.

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Employee Benefits:  

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.