Sales Support Coordinator

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

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Parental leave

Job summary

Protective in Virginia is seeking an entry-level Internal Sales Support Associate to help wholesalers and advisors with retirement income solutions, handling inbound/outbound calls and appointment generation.

You will maintain advisor profiles in the CRM, support marketing campaigns, and prepare product illustrations and materials. The role requires strong communication, attention to detail, and a proactive work ethic; compensation is around $50,000 with incentive opportunities.

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.
• Reliability and dependability for key stakeholders and partners.
• Demonstrates high enthusiasm and a positive attitude.

Responsibilities

• Convey Protective’s mission and value to advisors.
• Implement territory marketing campaigns to secure appointments.
• Provide accurate product illustrations and marketing materials.
• Serve as a product expert educating on features and benefits.
• Conduct proactive daily sales calls to generate advisor appointments.
• Maintain advisor profiles and sales activities in the CRM.
• Participate in team meetings to track performance and plan行动.
• Schedule different meeting types and coordinate with wholesaling teams.
• Assist with follow-up after meetings and routine correspondence.

Skills

Bachelor's degree or relevant sales/行业

Written and verbal communication

Organization & attention to detail

Reliability & dependability

Adaptability

Enthusiasm & positive attitude

Education

Bachelor’s degree or equivalent experience

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

Wehelp protect our customers against life’s uncertainties.Regardless ofwhere you work within thecompany, you’ll behelping provide protection and peace of mind when our customers need it most.

The Internal Sales Support Team is responsible for providing effective sales support to our firm partnerships, advisors, and wholesalers within the Retirement Division across the U.S. This support includes taking inbound sales calls and making outbound sales calls to financial advisors to 1) assist them in understanding our retirement income solutions for their customers, or 2) prospect within assigned geographical territories to generate appointments with targeted advisors. The outlined support this team provides assists in the overall sales production achieved within individual territories, channels, and the division as a whole.

This is an entry-level role within the sales organization providing support services to sales territories focused on increasing wholesaler activity, sales production, and the wholesaler’s ability to devote more time to client and case development. This position requires an individual that is a self-starter, strong attention to detail, professional communication skills, hard work ethic, and a competitive drive to succeed.

Essential Job Duties & Responsibilities

• Clearly convey and uphold Protective’s mission and value proposition to advisors.
• Implement marketing sales campaigns at the territory level to secure appointments for external wholesalers.
• Efficiently fulfill advisor requests for product illustrations and marketing materials with accuracy.
• Serve as a product expert, providing comprehensive education on product features and benefits.
• Conduct proactive daily sales calls with new and existing representatives to generate appointments for external partners.
• Maintain and document advisor profile information and sales activities using Protective databases.
• Participate in weekly team meetings and individual check-ins to track performance.
• Apply sales techniques to schedule and confirm various types of meetings, including individual, phone, group, and seminars.
• Work with wholesaling teams to understand territory geography, zones, and routes for effective scheduling.
• Assist with follow-up procedures after wholesaler meetings and manage routine correspondence such as thank you notes and birthday notes.
• Ensure advisor data and call notes are accurately and promptly recorded in the CRM system.
• Assist in desk wide initiatives including marketing lead follow-up, drive conference attendance, and lead follow-up generated by both Protective and firm partner sponsored events.

Qualifications & Job Requirements (Knowledge, Skills, and Abilities)

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

$50,000 - $50,000 a year

Protective’s targeted compensation for this position is $50k. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.

Employee Benefits:

• comprehensive health, dental and vision insurance
• mental health benefits and an employee assistance program
• paid time off
• paid parental leave
• short-term disability
• cultural observance day
• contributions to healthcare accounts
• pension plan
• 401(k) plan with Company matching
• ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability

If you require an accommodation to complete the application and recruitment process due to a disability, please email [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.