Sales Support Coordinator

4 weeks ago

Orange, Connecticut, United States PFP - The Family Security Plan Full time
Job Overview

We are seeking a highly organized and detail-oriented Sales Support Coordinator to join our team at PFP - The Family Security Plan. As a key member of our sales support team, you will play a vital role in managing critical programs that drive business success.

Key Responsibilities

Sweepstakes Program & Sales Support

  • Manage and execute our monthly sweepstakes, ensuring smooth execution from drawing to winner payouts.
  • Oversee timely completion of reports, communications, and legal documents.
  • Develop and implement process improvements to drive efficiencies.
  • Engage with winners, explaining the relationship between their credit union and our organization.
  • Maintain detailed records, collaborating with accounting to ensure payouts are processed accurately.
  • Manage key data in our CRM system to support partnership value tracking across departments.
  • Develop special sweepstakes initiatives that align with business objectives.
  • Assist area managers with monthly field meetings, including correspondence and awards preparation.
  • Take ownership of company mail and general office tasks, ensuring smooth day-to-day operations.

Training Travel Coordinator

  • Manage travel logistics for our monthly Professional Aptitude Training (PAT) class, arranging flights, trains, buses, and car services for new agents.
  • Provide guidance and support to new hires with travel plans, ensuring a seamless experience.
  • Organize meal preferences and accommodations for training sessions, ensuring attendees' needs are met.

FSP Foundation Support

  • Support our FSP Foundation's mission to enrich the lives of children and families through health, human services, and education.
  • Coordinate fundraising initiatives and work closely with the Foundation Advisory Committee to research potential grant recipients.
  • Facilitate meetings, provide research tools, and assist in decision-making processes for the committee.
  • Lead efforts to increase funding, manage public relations for grant recipients, and create engaging content for internal and external communication.
  • Ensure compliance with tax requirements and produce year-end acknowledgments for donors.

Requirements

  • 2+ years of experience in project management, administrative roles, or equivalent.
  • Exceptional organizational skills, attention to detail, and ability to juggle multiple responsibilities.
  • Strong communication skills, both written and verbal, with a knack for presenting and collaborating effectively.
  • Ability to work both independently and as part of a team, with a self-motivated approach to problem-solving.
  • A dynamic, flexible attitude with the ability to adapt to shifting priorities in a fast-paced environment.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with CRM systems.

Why Join Us?

At PFP - The Family Security Plan, we believe everyone deserves a secure future. We're committed to making sure the communities we serve have the protection they need. Join our collaborative, mission-driven organization where your contributions will directly impact our sales success and the communities we serve.

Schedule: Monday – Friday, 8:00 AM – 4:00 PM, hybrid schedule with three days in office and two from home.

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