Sales Coordinator II

2 months ago

Indianapolis, United States OneAmerica Full time

** Sales Coordinator II**

**Job Category****:** Administrative **Requisition Number****:** SALES02877 Showing 1 location **Job Details**

**Description**

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

**Job Summary**

The Sales Coordinator II position is responsible for managing back office processes in support of the Sales team as they prospect new business. The role serves as a liaison to internal clients, advisors, sales and corporate partners.

The position is responsible for supporting the Regional Sales Directors with pre-sales solutions and materials to assist them in driving business development.

* Preparation of sales deck and ancillary materials: Collaborate with RSDs and ISMs to support finals presentation opportunities including PowerPoint deck, agenda and marketing materials. Support consistency in workflow and delivery.

* Regional Events/Webinars: Coordinate events with RSD/ISM and internal stakeholders including booking the venue, selecting the menu, creating and sending invites, tracking RSVPs, CE application, managing DCIO partner funds for sponsored events and ordering materials and promo items. For webinars also managing technology and scheduling planning meetings.

* Conferences: Collaborate with Business Development team; manage booth orders, promo items, ensure adherence to broker-dealer guidelines.

* Liaison to sales consulting: Collaborate with Sales Consulting Manager on due diligence visits; own logistics such as ordering catering, booking travel for guests, assist with meeting activities day of.

* Ad-hoc administrative support Support field and sales leadership with general administrative tasks including (but not limited to):

+ Meeting coordination

+ Ordering marketing materials, promo items, business cards, etc.

+ Ordering office supplies, printer cartridges, etc.

+ Inputting security requests for visitors to the tower

**Job Requirements**

Preferred Qualifications:

* Must have a desire to work in a fast paced, high volume team environment with goals of continuous learning and quality improvement.

* Excellent leadership skills along with the ability to exceed internal and external customer service needs is required.

* Must have solid organizational and communication skills, be committed to excellence and can work successfully with many personality styles.

* Experience with Salesforce, Marketing Cloud and/or digital meeting technology such a GoToWebinar are preferred.

Experience Required:

* Experience OR minimum education will be considered:

+ 4-year degree and 3 years of experience in a related field

+ 2-year degree and 5 years of experience in a related field are also considered minimum qualifications for this job

+ Experience in a related field includes knowledge of the retirement services industry and/or knowledge of systems used, or comparable to those used, by the Retirement Services division.

* Or any combination of education and experience which would provide an equivalent background

**Salary Band**: 03B

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.

Due to the COVID-19 pandemic, the majority of OneAmerica associates are currently working remotely in accordance with our safety protocols. The selected candidate will be expected to temporarily work remotely for an unspecified period of time as determined in OneAmericas sole discretion. When normal business operations resume, the selected candidate will be expected to physically return to work in the office located in Indianapolis, IN.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individuals race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

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