Employer Industry: Financial Services

Why consider this job opportunity:
- Base salary starting at $46,000 plus competitive performance-based incentives
- Flexible work environment allowing remote or in-office options
- Minimum of 20 days of paid time off and 16 paid company holidays per year
- Comprehensive health and wellness benefits, including medical, vision, and dental plans
- Family support options, including up to 16 weeks of paid leave for new parents
- Opportunities for professional growth and collaboration within a diverse team

What to Expect (Job Responsibilities):
- Provide territory management and appointment scheduling support for the distribution organization
- Schedule meetings for External Wholesalers with financial professionals, both face-to-face and virtually
- Analyze territories using mapping software and data to enhance productivity
- Utilize Salesforce dashboards for focused outreach and support retention efforts
- Complete follow-up tasks related to meetings, conferences, and marketing campaigns via phone and email

What is Required (Qualifications):
- Minimum of two years of relevant professional work experience
- Proficient in Microsoft Office, particularly Excel and Outlook
- Excellent communication skills and understanding of written business communication standards
- Experience in CRM/customer service/relations
- Ability to work within eastern business hours and adapt to a dynamic work environment

How to Stand Out (Preferred Qualifications):
- Experience with scheduling software or technology
- Confident with making outbound phone calls
- Proven ability to prioritize tasks effectively
- Adept at managing varied communication styles with resiliency
- Experience working in a collaborative team environment

#FinancialServices #CareerOpportunity #FlexibleWork #CompetitiveCompensation #DiversityAndInclusion

"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."