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Territory Management & Scheduling Coordinator (Charlotte, NC (Hybrid) or Remote)
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Job Description
- Req#: 5607
Employer Industry: Financial Services
Why consider this job opportunity:
- Base salary of $46,000.00, with performance-based incentives
- Flexible work environment, offering the option to work remotely or in the office
- Generous paid time off, including a minimum of 20 days and 16 paid company holidays
- Comprehensive health, vision, and dental plans, along with potential company contributions to health savings accounts
- Support for family needs, including up to 16 weeks of paid leave for new parents and financial counseling services
- Opportunities for team building and connection through company-wide events
What to Expect (Job Responsibilities):
- Provide territory management and appointment scheduling support for the distribution organization
- Schedule face-to-face and virtual meetings for External Wholesalers
- Analyze territories using mapping software and data to make strategic recommendations
- Utilize Salesforce dashboards to assist with outreach and maximize territory efficiency
- Complete follow-up tasks for meetings, conferences, and marketing campaigns through outbound communications
What is Required (Qualifications):
- Minimum of two years of relevant professional work experience
- Solid knowledge of Microsoft Office, particularly Excel and Outlook
- Excellent communication skills and understanding of written business communication standards
- Proven ability to prioritize tasks and adapt to a dynamic work environment
- Experience with CRM/customer service relations
How to Stand Out (Preferred Qualifications):
- Previous experience with scheduling software or technology
- Confident in making outbound phone calls
- Ability to manage varied communication styles with resiliency
- Experience working in a collaborative team environment while also demonstrating accountability
#FinancialServices #CareerOpportunity #FlexibleWork #TeamBuilding #HealthBenefits
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