Sales Coordinator

Please note that this position is for Internal candidates only.
Job Summary:
Are you passionate about retirement accounts, financial wellbeing, building relationships, and providing industry specific learning opportunities for clients? Do you have a background in sales or business development? If this sounds like you, we invite you to join our team of enthusiastic, self-directed retirement professionals.

Responsibilities include assisting Sales Executives in fostering successful relationships with existing and potential clients and business to business partners to generate new accounts while providing exceptional service to existing clients.

Effective communication is fundamental when addressing inquiries about company products, services, and both online & manual account applications. You will also work closely with the Marketing and Operations departments to meet company objectives and sales goals. All employees of The Entrust Group will adhere to industry and company policies to ensure compliance standards are met. Note: This is a non-commissioned sales position.

This position will report directly to the Sales Executive and work within the existing Sales organization to support all Sales Executives across each U.S. territory.

Duties and Responsibilities
Description:

Develop thorough understanding of all company products and services

Track and report on business partner referrals

Lead distribution

Contribute to the management of the organization`s systems to ensure things are completed and recorded accurately

Respond to inquires made by clients in a timely and friendly manner via email, phone, Zoom

Identify and communicate new business leads for the Sales organization

Attend conferences in support of Sales Executive

Perform administrative duties such as photocopying, faxing, scanning, mailing, and filing

Contribute to the growth of the organization by providing required assistance to relevant staff and organization`s partners

Work with the Marketing team to optimize Marketing and Sales’ joined efforts and processes

Required Skills/Abilities:

Excellent verbal, written, and presentation skills

Excel at building and maintaining rapport with clients

Ambitious and demonstrates significant drive in everything you do

Proficient in Microsoft Office Suite, Salesforce, Zoom, Outlook

Ability to comfortably work on multiple projects at once, completing deadlines on schedule

Comfortable working autonomously as well as partner closely with team members & other departments

Stay up to date with new products & services

Ability to learn and adapt quickly

Willingness to travel - attend trade shows and conferences

Education and Experience:

Bachelor’s degree

Two years of financial experience preferred.

Two years of Salesforce experience required.

Three years of sales experience required.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift 15 pounds at times.

Able to stand and walk for a minimum of 3 hours in an eight-hour workday.

Hand use: continuous keyboarding, frequent simple grasping, and occasional fine manipulation

Occasional bending, reaching, and twisting (waist level)

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