Regional Sales Coordinator

Assist in first level administration and review of regional expense submissions (examples: travel and entertainment, advisor spend) to ensure corporate expense and travel guidelines are being followed

Track and manage expenses against budget and flag any expenses approaching budget or any instances where submissions have exceeded corporate guidelines.

Ensure timely review and approval of expenses by sales leader

Process invoices to ensure prompt payment to vendor(s)

Work closely with applicable team members to effectively plan and successfully execute both advisor facing events (educational and business promotional events/activities) and internal team meetings.

Source and plan meeting venue and management of event budget

Liase with venue contacts to ensure all logistics and details are understood and executed as requested

Manage logistics of scheduling and supporting virtual meetings and webinars

Create, distribute and manage all invitations to meeting and events

Coordinate and monitor prompt distribution of marketing materials and sales aids as requested by sales team.

Assist in planning and organizing activities such as entertainment and dinner events

Handle all catering and meal requirements

Prepare leader requested presentations

Manage all aspects of the CE credit process from submission to delivery

Manage end to end post event follow up process, including: creating and deploying a post event survey, return on investment sales reporting for attendees, creation of a Create and distribute surveys using the current survey tool to solicit feedback from advisors and or internal team members on events

Run requested reports for sales leaders and/or sales team members using Salesforce and MS Power BI and provide insights and analysis of data as required

Become a subject matter expert when new sales team tools and technology are launched

and ensure sales team are familiar and comfortable in using tools

Create and deploy mass emails on behalf of your wholesalers and Sales Leader

Create and deploy Seismic "Digital Sales Rooms" for follow-up with marketing collateral

Handle requests from sales leader and/or sales team members with respect to advisor gift requests

Work with head office sales leadership on national initiatives as required

Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities

Management of sales leader’s calendar (sending out invites, responding to invites)

Travel arrangements for sales leader (flights, hotels, car rentals, etc)

Onboarding/offboarding new team members including appropriate access, equipment

Ensure team distribution lists are kept updated

Handle all incoming and outgoing mail and courier needs

Post secondary education is required

Experience and understanding of the life insurance business and different products is an asset

Strong skills in Microsoft Office products (Excel, Word, Power BI), , including Salesforce Marketing Cloud

Fast learner and self-starter, with ability to take initiative to work proactively

Ability to learn new technologies quickly and become a subject matter expert for sales team members

Strong organizational, time management and priority setting skills in order to meet tight deadlines

Strong problem-solving and analytical skills; ability to investigate problems without supervision

Demonstrated ability to multi-task, show initiative, and…