Sales Operations Specialist

2 weeks ago

Covington, Kentucky, United States Protective Life Insurance Company Full time

Join Our Team at Protective Life Insurance Company

The work we do significantly influences countless lives, and you can be an integral part of this mission. We are dedicated to safeguarding our clients against life's uncertainties. No matter your role within the organization, you will contribute to providing security and reassurance to our customers when they need it the most.

Role Overview

The Internal Sales Support Team is committed to delivering efficient sales assistance to our partnerships, advisors, and wholesalers within the Retirement Division. As a Sales Operations Specialist, you will engage in sales prospecting within designated geographical areas, employing effective sales strategies and localized marketing initiatives aimed at securing appointments for external wholesalers with suitable advisors. The quality of individual and group meetings scheduled by this team plays a crucial role in enhancing overall sales performance across various territories and channels.

This entry-level position within the sales organization focuses on providing essential support services to sales territories, with the goal of boosting wholesaler activity and sales output, thereby allowing wholesalers to concentrate more on client and case development.

Key Responsibilities

  • Utilize appointment strategies leveraging zoning technology to maximize advisor engagement while minimizing travel time for wholesalers.
  • Communicate effectively Protective's mission and value proposition to promote the company, its personnel, and products to advisors.
  • Identify and qualify potential customers, documenting sales prospecting activities in tracking systems.
  • Execute localized marketing campaigns designed to generate appointments for external wholesalers.
  • Participate in weekly team meetings and individual performance check-ins.
  • Implement sales techniques to arrange and confirm various types of meetings, including individual, phone, group, and seminars.
  • Coordinate and manage all aspects of group events, including RSVP lists, venue details, and marketing materials.
  • Collaborate with wholesaling teams to understand territory geography for effective scheduling.
  • Analyze and maintain territory Market Metrics data regularly.
  • Assist in scheduling appointments for multiple RVPs while managing territory zones.
  • Handle phone calls and emails related to prospecting efforts and appointment confirmations.
  • Resolve scheduling conflicts as they arise.
  • Support follow-up procedures post-wholesaler meetings, including routine correspondence.
  • Ensure accurate and timely documentation of advisor data and call notes within the CRM system.
  • Maintain up-to-date prospecting lists through data systems and spreadsheets.
  • Complete material orders in preparation for or as follow-up to various meetings.

Qualifications

  • Preferred experience in administrative, sales, or scheduling roles.
  • Strong written, verbal, and presentation skills.
  • Excellent organizational skills and attention to detail.
  • Reliable and dependable resource for key stakeholders.
  • Enthusiastic work ethic and a positive attitude.

Compensation and Benefits

Protective Life Insurance Company offers a competitive salary range for this position, along with additional incentive opportunities based on individual and company performance. Our comprehensive benefits package includes health, dental, and vision insurance, mental health benefits, paid time off, and a 401(k) plan with company matching, among others.

Diversity and Inclusion Commitment

At Protective, we are dedicated to fostering an inclusive culture where all employees can thrive. We aim to attract diverse talent and support strong, diverse communities, ensuring an equitable environment for all employees.

We are proud to be an equal opportunity employer, committed to inclusivity and the growth of a diverse workforce.

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