Territory Sales Coordinator
Core
Support wholesaling teams and national inside sales managers in business development, sales reporting, and territory management for investment products.
Role type
Territory Sales Coordinator
Builds
Sales support activities and client relations for specific investment products and services
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
CRM management, scheduling and meeting coordination, client event planning, business promotion execution, compliance with sales practice rules, investment proposal preparation
Preferred skills
Knowledge of mutual funds, basic sales and marketing knowledge
Technologies
CRM systems, telecommunication tools (phone, email, fax, conference calls)
Responsibilities
Facilitate access to Investment Advisors and branches within the defined sales territory; Assist in maintaining regular contact with Investment Advisors via various communication channels; Administer dealer support requests and manage the co-op marketing process; Act as a conduit for sales and marketing activities including championing service issues and fulfilling promotional requests; Help the team with investment proposals, portfolio comparisons, and product comparisons.