Sales Support Coordinator

Utilize appointment strategies using zoning technology to optimize time with advisors and minimize wholesaler travel time Identifies and qualifies prospective customers and records sales prospecting activity in computer-based tracking systems Execute territory-level marketing sales campaigns targeted to generate external wholesaler appointments Participate in weekly team meetings and individual check-in calls to monitor individual performance Implement sales techniques to schedule and confirm meetings of all types, including individual meetings, phone meetings, group meetings, and seminars Coordinate and manage all aspects of group events - RSVP list, venue details, marketing materials, etc. Partner with wholesaling teams to understand territory geography, zones, and routes for effective scheduling Apply wholesaler territory zones and routes to maximize appointments with top producers and prospects Regular analysis and maintenance of territory Market Metrics data Assist in scheduling a...