Sales and Distribution Coordinator

Description:

What you will be doing:

• Assist in planning and organizing regional advisor roadshows, educational events, internal sales team meetings and other national events
• Provide administrative support to the Head of Distribution, Individual Insurance and sales leaders with tasks such as expense submissions, travel arrangements, and presentation creation
• Document, update and coordinate the onboarding process for new sales team members
• Create and maintain national sales calendar
• Provide support for regional targeted communications, marketing materials, and distribution lists
• Complete ad hoc reporting as requested by sales leaders and team members
• Support Head office sales leadership with projects and/or new initiatives

What you will bring:

• 3 or more years work experience in the financial services industry with administrative, client service, marketing experience or an equivalent combination of education and experience
• Advanced proficiency in Microsoft Office products (Excel, Word, PowerPoint), with the ability to extract and manipulate data
• Exceptional prioritization and time management skills
• Adaptability and flexibility when dealing with changing priorities and tight deadlines
• Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
• Ability to work independently and in a team environment
• Strong interpersonal skills
• Strong written and verbal communication skills
• Negotiation and influencing skills
• Excellent attention to detail and follow up
• Knowledge of the life insurance industry is an asset
• Familiarity and/or previous use of Customer Relationship Management (CRM) tools is an asset