Territory Business Coordinator

Alternate Locations: Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)

 

 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 #: 73599

 

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
  • Execute email marketing campaigns on behalf of wholesalers
  • 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.
  • Partner with assigned sales contacts to execute email follow ups
  • Contact Management Support, Clean up & Maintenance in Salesforce
• Channel Meeting & Event Follow up
  • 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.
  • Run campaign reports, reconcile attendee lists, research differences, and clean up data in Salesforce as identified
• General Sales & Operations Support, including:
  • Managing open system / contact requests submitted by the business, including validating completed items and tracking completion on outstanding requests
  • Order gifts and promotional items in support of channel initiatives
  • 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 for this position will be ac