About the position
Responsibilities
• Provides sales strategy support, analyzes processes and provides recommendations to Regional Sales Leaders regarding best practices.
• Analyzes, refine, and implement effective sales processes to improve efficiency and results.
• Coordinates sales meeting agendas and follow-up with minutes and action items.
• Runs reports to use in presentation decks for meetings, including regional sales calls, town halls, and corporate meetings.
• Serves as the main point of contact for Producers regarding sales reporting discrepancies; escalate to Regional Sales Leader as appropriate.
• Acts as a liaison between sales, marketing, finance, and product teams to ensure alignment with company objectives.
• Supports the implementation of new sales tools and technologies in collaboration with our Sales Enablement team.
• Attend and present metrics in monthly meetings and sales calls which could include senior leadership from various depts.
• Assists in the development of sales forecasts and monitor pipeline performance.
• Works closely with finance and sales leadership to ensure accurate forecasting.
• Supports the development of annual sales targets and quotas.
• Develops and maintain sales dashboards and performance reports for leadership and sales teams.
• Conduct in-depth analysis of sales data to identify trends, challenges, and opportunities for growth.
• Manages CRM systems (e.g., Salesforce) and ensure data accuracy and completeness.
• Standardizes and runs sales reports for the region on a weekly, monthly and quarterly basis to provide to leaders.
• Reconciles Salesforce New Business and EPIC Production.
• Tracks key performance indicators (KPIs) and assist in corrective actions.
• Schedules training and onboarding activities for new Producers.
• Ensures new hires have access to tools and systems, including Salesforce.
• Follows up with new hires to ensure smooth integration.
• Coordinates licensing and ensures they are kept up to date.
Requirements
• Strong analytical skills with experience in data analysis and reporting.
• Proficiency with CRM systems (e.g., Salesforce) and Microsoft Office Suite (especially Excel).
• Excellent organizational and project management skills.
• Strong communication skills, both written and verbal.
• Must demonstrate professionalism and presentation skills.
• Experience in process optimization and implementation of sales tools (preferred).
• Experience with sales forecasting and quota management.
• Familiarity with sales enablement tools and methodologies.
• Ability to work collaboratively in a fast-paced environment.
• Bachelor's degree in Business, Finance, Sales, or related field is preferred. HS diploma or equivalent is required.
• 3+ years of experience in sales operations, business operations, or similar role.
• 10+ years of consultative/client management experience in one of the related business lines of P&C, Corporate Benefits or Life, and Wealth & Retirement is ideal.
• P&C and/or Life and Health License is preferred.
Nice-to-haves
• Experience in process optimization and implementation of sales tools.
• Familiarity with sales enablement tools and methodologies.
Benefits
• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives
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