Sr Wholesaler Concierge Desk Associate
About the role
The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency. You'll support wholesalers' proficiency and adoption of Salesforce CRM, tableau, Business Planning Dashboard, Next Best Action, HeyDan!, Lifeline, PPT, Ensight, SIMON, and our other Sales Enablement tools.
Responsibilities
- Provide excellent sales team support, as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies.
- Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing to provide insight for continual improvement of wholesaler experience.
- Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and or cross-functional problems (Sales, Operations, Marketing, Salesforce COE, etc.).
- Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution.
- Ensure every interaction is of the highest quality.
- Actively participate and share observations across the organization to improve process or help solve root cause issues.
- Support the CE and webinar process in conjunction with Events Planning and our Retirement Solutions Group (RSG).
- Demonstrate your proficiency with the Salesforce platform, and other sales enablement tools to pilot, test, new solutions, and demo features and capabilities to wholesalers.
- Maintain a deep understanding of the enablement programs, sales tools and technologies available to the sales team and how they integrate.
- Team player, adaptable and have an amazing work ethic. You can identify where help is needed and are motivated to pitch in, coach, and train your peers.
- Develop and document training guides and videos in collaboration with Sales Training.
- Continually look for opportunities to implement process efficiencies and streamline the Salesforce and sales tools experience.
- Provide guidance on building, and may build, Salesforce reports, in collaboration with Sales Intelligence team.
Requirements
Advanced knowledge of the various tools, processes and technologies to support the field sales team (e.g. Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, Lifeline, etc.).
Demonstrated ability to think strategically and align internal resources
Strong focus on customer experience and keen attention to detail
Strong business acumen and ability to create efficient and repeatable processes and controls
Analytical and technical mindset that helps you meticulously troubleshoot and evaluate issues quickly, efficiently and accurately
Resourceful with proven ability to tackle difficult questions/issues on your own; driven to work hard with minimum supervision
Effective written communication to translate complex concepts and processes into easily digestible content
Qualifications
- 2+ years of hands-on experience with Salesforce Sales
- Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience
- FINRA Series 6/7 Required
- FINRA 63, Life Insurance and/or Variable Products license
- PREFERRED: Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience
Skills
Advanced knowledge of the various tools, processes and technologies to support the field sales team (e.g. Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, Lifeline, etc.).
Demonstrated ability to think strategically and align internal resources
Strong focus on customer experience and keen attention to detail
Strong business acumen and ability to create efficient and repeatable processes and controls
Analytical and technical mindset that helps you meticulously troubleshoot and evaluate issues quickly, efficiently and accurately
Resourceful with proven ability to tackle difficult questions/issues on your own; driven to work hard with minimum supervision
Effective written communication to translate complex concepts and processes into easily digestible content
Benefits
Your Benefits Start Day 1
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
Pay
$80,820.00 - $98,780.00
Schedule
Not specified