What are the responsibilities and job description for the Sales Support Coordinator (Hybrid) position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Provides a wide range of cross functional support for a State Manager, Sales Rep, and Underwriting teams include but not limited to; administrative and clerical support, customer service, training & educations, marketing activities and recordkeeping/reporting.
Has solid understanding of functional tasks. Assistance may be required from more experienced team members and will vary depending on task complexity. Work may be reviewed for new or more complex tasks.
What You’ll Do
Administrative/Clerical Support
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Provides a wide range of cross functional support for a State Manager, Sales Rep, and Underwriting teams include but not limited to; administrative and clerical support, customer service, training & educations, marketing activities and recordkeeping/reporting.
Has solid understanding of functional tasks. Assistance may be required from more experienced team members and will vary depending on task complexity. Work may be reviewed for new or more complex tasks.
What You’ll Do
Administrative/Clerical Support
- Provide a wide variety of administrative and clerical support to Managers, Attorneys and Sales Reps
- Scheduling/Travel arrangements
- Expense reports and invoice processing
- Monitor general voicemail inbox
- May support sales representatives in account servicing as needed
- Assists in customer service functions.
- Acts as the team’s resource and subject matter expert to answer questions and resolve issues
- Generates reports and gathers information to help support sales initiatives
- Maintains sales database systems (GAB, Sales Force etc.) to ensure accuracy of orders, pricing, accounts and customer records across all applicable systems
- May coordinate the workflow of marketing-related requests
- Manages marketing requests and distributes marketing materials such as flyers and brochures to the team and customer base as needed.
- Coordinates venues and vendors for tradeshows and company events
- Responsible for providing event follow up communication as needed to clients and staff
- Delivers training to internal and/or external audiences on processes, services, products, computer applications, operating systems, programming and end-user training. May include onboarding training and soft skills training
- Coordinates and executes educational and training events. Assists in resourcing and logistics
- Other duties as assigned
- High School diploma or equivalent
- 1-3 years of experience
- Working knowledge of fundamental concepts, practices and procedures of the sales department/field
- Familiarity with sales database systems or software such as Salesforce
- Good listening, verbal and written communication skills
- Good customer service skills
- Establishes effective working relationships at the work group level
- Good organizational skills with the ability to multi-task, prioritize and follow up
- Proficient in Microsoft Word, Excel and PowerPoint
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $18 - $24