Marketing Territory Business Coordinator

Marketing Territory Business Coordinator

This Territory Business Coordinator will perform and deliver on routine and non-routine assignments for their assigned area(s) of responsibility independently in accordance with established procedures/guidelines. They are responsible for providing routine and increasingly more non-routine operational and sales support to the Annuity External Wholesalers selected to be a part of the Territory Business Coordinator Program.

What you'll be doing:

• Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures and managing the Compliance Submission process to completion, which may require reviewing edits with team manager or other levels of management.
• Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails.
• Reviewing daily workflow, entering information in database(s), and completing other routine and increasingly more non-routine tasks and responsibilities.
• Coordinating routine Roadshow and Lunch and Learn meetings and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers.
• Supporting the personalized sales campaigns developed by participating wholesalers.
• Supporting the routine meeting series which includes budgets, venue selection, registration, compliance and execution.
• Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services.
• Providing consultative support and partnering with wholesalers and other stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.
• Proactively building relationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners.

What we're looking for:

Must-have experience (required):

• High School or GED
• 1-2 years of experience in administrative or customer service experience
• Strong written and verbal communication skills
• Excellent organizational skills with the ability to multi-task

Nice to have experience (preferred):

• Financial Services Experience

Applications for this position will be accepted through August, 31, 2025 subject to earlier closure due to applicant volume.