Sales Assistant
2 weeks ago
Are you a dedicated professional with a keen eye for detail, discretion, a service focus with a background in providing administrative assistance and guidance? Do you want to make a difference in the lives of others and your community?
We are seeking a dynamic Sales Assistant to serve our growing sales teams.
This Sales Assistant role, what we call our Sales Outreach Specialist is part of a team responsible for providing sales, service, and support to the select Members for each sales team, as well as supporting Regional Directors, Member Advisors and prospective Members in key Member outreach functions.
Key duties include serving as the primary point of contact between Member Service activities and Member Advisors, while performing administrative functions such as data entry for leads and follow up on service work and making appointments.
Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities since 1878.
We offer:
- Competitive salary and benefits package, including no nights, weekends, and half days on Friday's. Yes, half days every Friday.
- We enjoy a 37.5-hour work week.
- Full benefits including health benefits, Paid Time Off, and a generous 401(k) plan.
- Opportunities for professional growth and advancement.
- A collaborative and inclusive work environment.
- An engaging company culture committed to excellence and giving back to each other and our communities of faith.
This is not a remote position - this position works in our Home Office in Arden Hills, MN.
Requirements:Our Sales Assistant:
- Serves as the main contact or advocate between Member Services and Member Advisors in resolving workflow issues and efficiencies.
- Tracks and follows up on service work as an advocate for Member Advisors with Member Services, Inside Sales, etc.
- Provides and executes follow-up and solutions for our Member Advisors with our Member Service department colleagues.
- Serves as the first line of contact between Members and Member Advisors at the Home Office Agency.
- Responsible for entry into the Contact Management System on notes and leads for unassigned Members and prospects Members on daily basis, as needed.
- Sets appointments for our Member Advisors and Sales Support w/ current Members and prospective Members.
- Performs data entry for ongoing Sales Support projects such as leads, and other administrative work.
- Handles calls or walk in business on policyholders/Members to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries while performing service duties.
- In coordination with Regional Directors/Team Leads/Member Advisors, contacts current and prospective Members to create sales lead opportunities for the Sales Department.
- Regular attendance with the ability to work assigned hours as needed. This is not a remote position.
QUALIFICATION REQUIREMENTS
To perform this Sales Assistant job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As Catholic United sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.
EDUCATION, EXPERIENCE and OTHER
- Associate degree or minimum of 4 years of relevant experience or a comparable combination of education, training, and experience
- Working knowledge of Outlook, Excel, Microsoft Teams, Word, SharePoint, PowerPoint, Imaging, and I Pipeline and other technical support platforms and software.
- Experience in sales or a sales environment preferred.
- Previous customer experience preferred.
- Experience in life insurance or financial services preferred.
- Outgoing personality with attention to detail and strong work ethic.
- Experience in juggling multiple administrative and detail-oriented responsibilities for multiple individuals.
CERTIFICATES, LICENSES, REGISTRATIONS
- Valid Class D Minnesota Driver's License helpful.
- Ability to obtain a MN Life/Health Insurance licenses, resident and non-resident licensing helpful. Catholic United Financial will assist in obtaining.
- Completion of FIC Designation helpful. Catholic United Financial will assist in obtaining.
PI99291c5d
-
Sales Coordinator
6 days ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s):US-MN-Arden HillsDiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the...
-
Sales Coordinator
6 days ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): US-MN-Arden HillsDiversity - Innovation - Caring - Global Collaboration - Winning Spirit - High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to...
-
Sales Compensation Analyst, AFS
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s):US-MN-Arden HillsDiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the...
-
Sales Compensation Analyst, AFS
1 day ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): US-MN-Arden HillsDiversity - Innovation - Caring - Global Collaboration - Winning Spirit - High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to...
-
Tech Sales Support I
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s):US-MN-Mankato/RochesterDiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access...
-
Tech Sales Support I
2 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s):US-MN-Mankato/RochesterDiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access...
-
Student Worker
4 weeks ago
Arden Hills, Minnesota, United States LandOLakes Full timeStudent WorkerThe Midwest Purina Feed Sales Team is adding a student worker to their team for the summer This opportunity will assist the sales team with events and support the Honor Chow brand. DescriptionAssist Purina Feed Sales Representatives with event preparation, including booth management.Promote the Honor Chow Brand eventsCommunicate with current...
-
Customer Care Rep II
6 days ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit - High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest...
-
Marketing Operations Analyst
2 weeks ago
Arden Hills, Minnesota, United States Dover Corporation Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Select how often (in days) to receive an alert:Colder Products Company (CPC), a Dover company, is the world's leading provider of quick disconnect couplings, fittings and connectors for plastic tubing. Used in a broad range of industries and applications, the innovative...
-
Customer Care Rep II
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools,...
-
Marketing & Fulfillment Specialist
4 weeks ago
Arden Hills, Minnesota, United States CPC Full timeAbout CPC Colder Products Company (CPC), a Dover company, is the world's leading provider of quick disconnect couplings, fittings and connectors for plastic tubing. Used in a broad range of industries and applications, the innovative coupling and connection technologies from CPC are advancing markets and improving the lives of people across the world....
-
Marketing Operations Analyst
4 weeks ago
Arden Hills, Minnesota, United States CPC Full timeAbout CPCColder Products Company (CPC), a Dover company, is the world's leading provider of quick disconnect couplings, fittings and connectors for plastic tubing. Used in a broad range of industries and applications, the innovative coupling and connection technologies from CPC are advancing markets and improving the lives of people across the world. Founded...
-
Director of Business Development
13 hours ago
Arden Hills, Minnesota, United States Universal Health Services, Inc. Full timeResponsibilities Director of Business Development:Horizon Health is seeking a Director of Business Development for our BRAND NEW Outpatient Clinic in Arden Hills, MN called Thousand Branches Wellness. This position is responsible for the provision of sales, marketing, and customer service activities within the community. The Director of Business Development...
-
Field Inventory Planner I
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools,...
-
Event Planner
4 weeks ago
Arden Hills, Minnesota, United States CPC Full timeAbout CPC Colder Products Company (CPC), a Dover company, is the world's leading provider of quick disconnect couplings, fittings and connectors for plastic tubing. Used in a broad range of industries and applications, the innovative coupling and connection technologies from CPC are advancing markets and improving the lives of people across the world....
-
Senior Product Manager, Electrophysiology
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools,...
-
Marketing Operations Analyst
2 weeks ago
Arden Hills, Minnesota, United States 24 Seven Talent Full timeJob title: Marketing Operations Analyst - Onsite Position in MinneapolisAbout the Company:CPC Colder Products Company (CPC), a Dover company, is a global leader in quick disconnect couplings, fittings, and connectors for plastic tubing. With a history dating back to 1978 in Minnesota, CPC has its headquarters in Minneapolis-Saint Paul, operations in Germany...
-
Product Manager III, Electrophysiology
6 days ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools,...
-
Field Service Technician II
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): N/ADiversity - Innovation - Caring - Global Collaboration - Winning Spirit- High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools,...
-
Service Support Supervisor
4 weeks ago
Arden Hills, Minnesota, United States Boston Scientific Full timeAdditional Location(s): US-MN-Arden HillsDiversity - Innovation - Caring - Global Collaboration - Winning Spirit - High PerformanceAt Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to...