Employer Industry: Financial Services

Why consider this job opportunity:
- Base salary ranging from $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 each year
- 401(k) savings plan with company match (up to 6%) and annual nondiscretionary contributions (3%)
- Comprehensive medical, vision, and dental plans with potential company contributions to health savings accounts
- Support for new parents with up to 16 weeks of paid leave and family care benefits

What to Expect (Job Responsibilities):
- Provide territory management and appointment scheduling support to the sales organization
- Schedule meetings for External Wholesalers with financial professionals
- Analyze territories using mapping software and data to maximize efficiency
- Support retention and conversion of financial professionals through report analysis
- Utilize CRM software to manage outreach and log activities

What is Required (Qualifications):
- Minimum of two years of relevant professional work experience
- Solid knowledge of Microsoft Office, especially Excel and Outlook
- Excellent communication skills and understanding of business communication standards
- Experience with outbound phone calls and customer relations
- Ability to work within eastern business hours

How to Stand Out (Preferred Qualifications):
- Experience with scheduling software or technology
- Proven adaptability to dynamic work environments
- Ability to manage varied communication styles with resiliency

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