Utilize appointment strategies using zoning technology to optimize time with advisors

Communicate and reinforce Protective’s mission and value proposition to advisors

Identify and qualify prospective customers and record sales prospecting activity

Execute territory-level marketing sales campaigns to generate wholesaler appointments

Participate in weekly team meetings and individual check-ins

Implement sales techniques to schedule and confirm meetings of all types

Coordinate and manage all aspects of group events

Partner with wholesaling teams to understand territory geography and routes

Apply wholesaler territory zones and routes to maximize appointments

Analyze and maintain territory Market Metrics data

Assist in scheduling appointments for up to 4 RVPs

Answer phone calls and emails related to prospecting and appointment confirmations

Sales Support Coordinator

Responsibilities