Senior Wholesaler Concierge Desk Associate

Jobtailor

California (MO)

On-site

USD 70,000 - 110,000

Full time

8 days ago

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Job summary

Jobtailor seeks an experienced Sales Enablement Specialist to partner with Sales, Training, and Marketing. You will support enablement tools, troubleshoot issues, and drive process improvements across Salesforce and related platforms.

The role emphasizes stakeholder collaboration, onboardingnew sales staff, and creating training resources to enhance the wholesaler experience and customer outcomes.

Qualifications

Advanced knowledge of sales enablement tools, processes, and technologies, including Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, and Lifeline.
Demonstrated ability to think strategically and align internal resources.
Strong focus on customer experience and attention to detail.
Strong business acumen and ability to create efficient and repeatable processes and controls.
Analytical and technical mindset for troubleshooting and evaluating issues.
Resourceful with ability to tackle difficult questions/issues with minimum supervision.
Effective written communication to explain complex concepts and processes.
2+ years of hands-on experience with Salesforce Sales.
Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience.
FINRA Series 6/7 Required
FINRA 63, Life Insurance and/or Variable Products license Preferred
Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience

Responsibilities

Provide one-on-one support for sales enablement programs, tools, and technologies
Track and report key trends for Sales Intelligence, Sales Training, and Marketing stakeholders
Manage requests and liaise with internal stakeholders to resolve complex or cross-functional problems
Investigate technical issues, log cases accurately, and document resolutions
Participate in organizational process improvement and root-cause problem solving
Support the CE and webinar process with Events Planning and the Retirement Solutions Group
Create and reconcile reports
Research and troubleshoot systems and sales tool issues
Support new-user onboarding and training
Coordinate with Corporate IT and Salesforce COE to ensure systems access for onboarding sales employees
Gather stakeholder needs and refine, enhance, and simplify the wholesaler experience
Pilot, test, and demonstrate Salesforce and other sales enablement solutions
Maintain knowledge of enablement programs, sales tools, technologies, and integrations
Coach and train peers
Develop and document training guides and videos with Sales Training
Implement process efficiencies and streamline Salesforce and sales tools
Provide guidance on building Salesforce reports in collaboration with Sales Intelligence

Skills

Salesforce

Tableau

Excel

Seismic

Cvent

Territory Mgmt

Report Creation

Process Improvement

Sales Enablement

Customer Experience

Education

Bachelor's in Marketing, Economics or Finance

Tools

Sales Enablement Tools

Sales Intelligence Tools

Sales Training Systems

Event Planning Software

Financial Services Systems

Job description

Provide one-on-one support for sales enablement programs, tools, and technologies
Track and report key trends for Sales Intelligence, Sales Training, and Marketing stakeholders
Manage requests and liaise with internal stakeholders to resolve complex or cross-functional problems
Investigate technical issues, log cases accurately, and document resolutions
Participate in organizational process improvement and root-cause problem solving
Support the CE and webinar process with Events Planning and the Retirement Solutions Group
Create and reconcile reports
Research and troubleshoot systems and sales tool issues
Support new-user onboarding and training
Coordinate with Corporate IT and Salesforce COE to ensure systems access for onboarding sales employees
Gather stakeholder needs and refine, enhance, and simplify the wholesaler experience
Pilot, test, and demonstrate Salesforce and other sales enablement solutions
Maintain knowledge of enablement programs, sales tools, technologies, and integrations
Coach and train peers
Develop and document training guides and videos with Sales Training
Implement process efficiencies and streamline Salesforce and sales tools
Provide guidance on building Salesforce reports in collaboration with Sales Intelligence

Requirements

Advanced knowledge of sales enablement tools, processes, and technologies, including Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, and Lifeline
Demonstrated ability to think strategically and align internal resources
Strong focus on customer experience and attention to detail
Strong business acumen and ability to create efficient and repeatable processes and controls
Analytical and technical mindset for troubleshooting and evaluating issues
Resourceful with ability to tackle difficult questions/issues with minimum supervision
Effective written communication to explain complex concepts and processes
2+ years of hands-on experience with Salesforce Sales
Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience
FINRA Series 6/7 Required
FINRA 63, Life Insurance and/or Variable Products license Preferred
Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience

Core Competencies

Demonstrates advanced knowledge of sales enablement tools and processes, particularly Salesforce, while effectively supporting onboarding, training, and stakeholder engagement. Exhibits strong analytical skills and business acumen to streamline processes and enhance the customer experience in a Financial Services environment.

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