Sales Support Coordinator
Posted Updated
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.
Sales Support Coordinator Job Description
The Sales Support Coordinator works within the sales organization, supporting the inbound sales queue volume as a part of our Inbound Response Team within the Protection Division. This team is responsible for supporting various business channels on both life and annuity products. This support includes taking in-bound sales calls and making outbound sales calls to financial advisors to assist them in understanding our life insurance and annuity solutions for their customers. 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
- Answer sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, and other calls as directed.
- Pass qualified leads along to External Wholesalers/Internal Wholesalers in the territory from which the call originated.
- Clearly convey and uphold Protective’s mission and value proposition to advisors.
- 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.
- Maintain and document advisor profile information and sales activities using Protective databases.
- Participate in weekly team meetings and individual check-ins to track performance.
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.
- Competitive spirit and personal drive to succeed.
- Must acquire Series 6, Series 63, and Life licenses within 12 months of start date.
Education & Experience Required
- Bachelor's degree preferred or equivalent work experience.
#LI-SB1
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.
As published by lever · 7 questions · 1 written answer
Basics
Which location are you applying for?, Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio/video resume URL, Other website
Short answers (1)
- What is your target compensation (salary and bonus)?
Pick from a list (5)
- As part of any recruiting and hiring process, Protective collects and processes personal information relating to job applicants. The Company is committed to being transparent about how it collects and uses that information and to meeting its information protection obligations. In the recruitment and hiring process the “personal information” we collect includes: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Please be aware that the personal information you provide during the application process may be shared internally with employees of Protective as well as our designated third-party vendors for the purposes of the recruitment and hiring process, including contacting you regarding your application and assessing your qualifications for job openings with Protective. California applicants should review the state-specific notice provided in accordance with the California Privacy Rights Act. By clicking “Consent” below you understand and freely give your consent to Protective and our designated third-party vendors collecting and processing your personal information relating to your potential employment with Protective. Applicant Notice - California: As part of Protective’s commitment to transparency related to personal information, and in order to comply with the California Privacy Rights Act (“CPRA”), we are providing you with this disclosure regarding the categories of personal information we may collect from you and the purposes for which that information may be used. Information We Collect: In the recruitment and hiring process the categories of “personal information” we collect include: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Use of Personal Information: The personal information we collect during the application process is used to assess your qualifications for the purposes of the recruitment and hiring process, including contacting your regarding your application and assessing your qualifications for job openings with Protective. The personal information you provide will not be “sold to” or “shared with” a third-party as those terms are defined by the CPRA. The Company will not collect additional categories of personal information or use the personal information we collect for materially different, unrelated, or incompatible purposes without providing you notice. Retention of Information: Each of the categories of information you provide are subject to our internal policies on retaining employee and applicant information. These policies are based on applicable legal retention requirements for retaining personal information of applicants and/or employees. As part of our internal policies, we have a process in place to determine when this information is no longer needed and can be disposed of in a secure manner. Additional Information: For more information on your rights under the CPRA, please see the Company’s California Privacy Rights Act Policy. optional
- Are you legally authorized to work in the United States?
- Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)?
- Have you ever been employed with Protective or one of its affiliates?
- How did you hear about this opportunity? optional
Written answers (1)
- Do you have any family members who are employed with Protective?