SALES COORDINATOR (Finance)

JOB RESPONSIBILITIES

• Organize and coordinate the sales and follow up process to maximize results
• Oversee operations of the New Account process for maximum efficiency throughout divisions within the company
• Represent the company at various community and/or business meetings to promote the company
• Support New Business Team in the prospecting of potential CTIC clients
• Coordinate and administer frequent marketing and client appreciation events
• Assists in developing presentation materials used for client/prospect meetings
• Participate in team brainstorming sessions to develop new ideas on enhancing sales during changing market environments
• Implement and oversee a Client Relationship Manager Software System (CRM) to assist the New Business Team
• Assist New Business Team in the servicing of existing CTIC clients
• Assist New Business Team in building strong relationships with CTB to generate qualified referrals of Wealth Management prospects
• Coordinate existing brokerage relationships and the handoff or referral of new brokerage prospects to our CTFS consultants
• Plan and coordinate communications with prospects and clients when needed
• Assist in the composition of Request for Proposal (RFP) for the review and approval by New Business Team
• Along with the Corporate Training Department, conduct training on “How to Prospect for Potential Wealth Management Referrals”
• Run reports to analyze new business and referrals generated by the New Business Team
• Run Investment Programs for reviews with existing clients
• Perform special projects as requested by New Business Team
• Ensure all actions performed are in compliance with government regulations and organizational policies and procedures
• All other duties as assigned

 

 

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

• Associates Degree or equivalent experience required with an emphasis on a Business related field preferred
• Possess advanced computer skills, must be proficient in Microsoft Office programs such as Excel and Word as well as Adobe Acrobat
• Customer service experience highly preferred
• Experience in Financial related field preferred

 

 

 

WORKING CONDITIONS

• Normal office conditions
• Travel required

 

 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.