Territory Business Coordinator

Alternate Locations: Hartford, CT (Connecticut)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74183

 

The Role at a Glance

As a Territory Business Coordinator, you will perform and deliver on routine assignments for your assigned area(s)of responsibility independently in accordance with established procedures/guidelines. In this position, you will be responsible for providing operational, event and marketing support to specifically assigned Life and/or MoneyGuard Sales Channels.
 

What you'll be doing

•    Support proactive channel & territory efforts as needed to execute on channel strategy & business plans, segmentation, and other routine tasks and responsibilities.
•    Channel Marketing and Campaign Management and Maintenance
o    Execute email marketing campaigns on behalf of wholesalers
o    Support all elements of wholesaler marketing campaigns, including Salesforce campaign list updates/creation following established standards, identifying and maintaining contacts, and creating wholesaler specific reports when needed.
o    Partner with assigned sales contacts to execute email follow ups
o    Contact Management Support, Clean up & Maintenance in Salesforce
•    Channel Meeting & Event Follow up
o    Manage channel and/or wholesaler in person & virtual events including but not limited to: managing virtual event platforms, recordings/content, securing venues, compliance approvals, invitations, and assisting wholesalers with attendee follow ups.
o    Run campaign reports, reconcile attendee lists, research differences, and clean up data in Salesforce as identified
•    General Sales & Operations Support, including:
o    Managing open system / contact requests submitted by the business, including validating completed items and tracking completion on outstanding requests
o    Order gifts and promotional items in support of channel initiatives
o    Ad hoc channel and sales initiative support
•    Utilize available technology tools to support tasks (Salesforce, Excel, Mail Merge, Digital Marketing Center, Procurement, etc.)
•    Meets or exceeds departmental quality and service standards.
•    Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
•    Proactively builds relationships with channel stakeholders / liaisons as needed through active communication, and achievement of quality service for partners.
•    Supports and promotes change management and/or departmental/enterprise initiatives.
•    Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
•    Provides consultative support and partners with stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.
 

What we’re looking for

Must-haves:
•    2 - 3 Years of overall experience
•    High School or GED
•    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
•    Demonstrates excellent written and verbal communication skills.
•    Demonstrates the ability to use sound judgment and discretion regarding confidential information.
•    Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
•    Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.).
•    Demonstrates ability to work in a fast-paced environment.
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Nice-to-haves:
Previous work experience directly related to position
 

Application Deadline

Applications accepted until 4/30/25

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

• Clearly defined career t