The position of Regional Sales Coordinator is an integral role as part of the Individual Insurance sales team. You will provide administrative and sales support for various members of the team (leadership, external and internal sales colleagues) by ensuring the smooth operation and execution of various sales initiatives and activities. You will be required to develop a thorough understanding of the sales needs of the team in order to support them in effectively executing the overall sales strategy.
The position will require occasional travel for training/meetings and the execution of events.
Position Responsibilities:
Budget & Expense Management
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)
Meetings and Small Events
Work closely with applicable team members to effectively plan and successfully implement 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 delivered as requested
Handle logistics of scheduling and supporting virtual meetings and webinars
Create, distribute and run all invitations to meeting and events
Coordinate and track the timely 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
Lead all aspects of the CE credit process from submission to delivery
Create and distribute surveys using the current survey tool to solicit feedback from advisors and or internal team members on events
Marketing and Sales Reporting Support
Coordinate and monitor timely distribution of advisor marketing material requests and sales aids as requested by the sales team.
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
Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities
Develop deep knowledge of new sales team tools and technology as they are launched and ensure sales team are familiar and comfortable in using tools.
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
General Administrative Support
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
Required Qualifications:
Bilingualism (English/Mandarin) is considered an asset for this role supporting the Asian Markets Team. The ability to read, write and converse in Mandarin is a requirement
Post secondary education
Preferred Qualifications:
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 anticipate needs in a proactive…
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