Sales Support Coordinator
Core
Entry-level sales support role assisting financial advisors and wholesalers with retirement income solutions through inbound/outbound calls, appointment setting, and campaign execution.
Role type
entry-level sales support coordinator
Builds
sales production and appointment generation for external wholesalers
Domain
financial services / retirement planning
Deliverable
product features
Required skills
inbound and outbound calling, appointment setting, CRM data management, product education, territory mapping, campaign implementation
Preferred skills
Bachelor's degree, sales/industry experience, written and verbal communication, adaptability, organizational skills