Entry-Level Sales Support Coordinator – Retirement Solutions

Protective; Covington (KY); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Paid time off

Parental leave

Short-term disability

ProHealth Rewards

Job summary

Protective is seeking an entry-level Internal Sales Support team member to provide sales support to firm partnerships, advisors, and wholesalers in the Retirement Division across the U.S. You will handle inbound and outbound calls to help advisors understand retirement income solutions and generate appointments.

The role emphasizes thorough data recording in CRM, coordinating marketing campaigns, preparing illustrations and materials, and working with wholesaling teams to optimize territory

Qualifications

• Bachelor’s degree or relevant sales/industry experience preferred.
• Excellent written, verbal, and presentation skills.
• Highly adaptable and flexible to business needs.
• Strong organizational abilities with keen attention to detail.
• Reliable and dependable for key stakeholders and partners.
• Demonstrates enthusiasm and a positive attitude.

Responsibilities

• Clearly convey Protective’s mission and value proposition to advisors.
• Implement territory-level marketing sales campaigns to secure appointments.
• Fulfill advisor requests for product illustrations and marketing materials.
• Serve as product expert, educating on features and benefits.
• Conduct proactive daily sales calls to generate appointments.
• Maintain advisor profile information and sales activities in CRM.
• Participate in weekly team meetings and check-ins to track performance.
• Schedule and confirm meetings (individual, phone, group, seminars).
• Collaborate with wholesaling teams to understand territory geography and routes.
• Assist with follow-up after meetings and manage routine correspondence.
• Ensure data and call notes are recorded promptly in CRM.
• Contribute to desk-wide initiatives including lead follow-up and event attendance.

Skills

Communication skills

Organizational skills

Adaptability

Reliability

Positive attitude

Presentation skills

Education

Bachelor’s degree or relevant sales/industry experience

Job description

Protective is seeking an entry-level Internal Sales Support team member to provide sales support to firm partnerships, advisors, and wholesalers in the Retirement Division across the U.S. You will handle inbound and outbound calls to help advisors understand retirement income solutions and generate appointments.

The role emphasizes thorough data recording in CRM, coordinating marketing campaigns, preparing illustrations and materials, and working with wholesaling teams to optimize territory