Sales & Marketing Support Associate, ESI

Business Development Coordinator –

Summary

We are currently looking for a Sales & Marketing Support Associate in either our Montpelier, VT or Addison, Tx locations.  Become an integral part of our growing sales and marketing support team as Equity Services, Inc. continues to source, recruit, and develop our registered rep and investment advisor representative sales force. This position is a generalist role for those familiar with the financial services industry looking to learn more about the broker dealer world. We are looking for individuals that are self-starting, self-motivating, and come to work with an entrepreneurial mindset.

Key Responsibilities

• Partner with ESI’s sales, recruiting, marketing and relationship management teams with various Business Development initiatives.
• Field in-bound calls to provide high level sales, marketing, and service support
• Effectively manage administrative details for recruiters and relationship managers; literature fulfillment, mail campaigns, lead management, and other general support
• Support Marketing initiatives and assist in developing and executing field communications
• Conduct proactive out-reaches to recruits and existing reps via the telephone – both unprompted and for targeted campaigns – to continue to build on the ESI relationship by providing continued support and service

Requirements

• 2-4 years of financial service experience
• Professional individual with strong interpersonal, relationship management, organizational and computer skills; must be proficient in Microsoft Office Suite
• Effective communication and presentation skills
• Strong analytical, problem solving, and decision making skills
• A team playing and a strong individual contributor
• Ability to pass a background check including fingerprinting

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.    National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. National Life Group 1 National Life Dr Montpelier, VT 05604

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