Institutional Publishing Associate responsible for creating presentations for Fidelity’s institutional clients and collaborating with various teams in a fast - paced environment.
About the role
- Sales Coordinator role at Pacific Life providing exceptional sales support to Brokers and clients. Collaborating with Sales Representatives to enhance the sales experience in a hybrid work environment.
Responsibilities
- Provide exceptional end-to-end sales experience to Broker partners and clients
- Support sales representatives in the management of their new business pipeline
- Ensure a frictionless broker/client experience that aligns with digital first business model
- Respond to broker inquiries and deliver timely solutions
- Build strong internal partnerships enabling easy navigation of processes
- Handle procedural and administrative sold case processes for the Sales Rep
Requirements
- College degree &/or 3-5 years in a sales support role
- Hold Life & Health insurance license or ability to obtain within 90 business days
- Ability to quickly learn and operate internal business systems and process requirements
- Capable of managing high volumes of activity; highly organized
- Strong relationship building skills.
- Solution oriented - Ability to pivot quickly to meet the needs of the business.
Benefits
- Your Benefits Start Day 1
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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