Sales Coordinator
Core
Dedicated resource for sales enablement, prospect intelligence, and partnership support for SPG Producers, blending corporate sales initiatives with lead vetting and data strategy.
Role type
Sales Coordinator (Sales Operations & Enablement)
Builds
Sales enablement collateral, lead strategies, and pipeline reporting for Ancillary and Specialty Benefits divisions
Domain
Insurance Brokerage / Employee Benefits
Deliverable
product features
Required skills
CRM management, data research, content creation, event logistics, competitive intelligence, lead vetting, cross-functional collaboration
Preferred skills
HCM platform understanding, design instincts, self-starter mindset
Technologies
Salesforce, Monday.com, intent-data platforms
Responsibilities
Support corporate and divisional sales initiatives; maintain Producer-facing CRM records and pipeline reporting; vet lead data and develop quality-driven lead strategies; build sales enablement collateral and decks; coordinate event and meeting logistics; monitor intent data and surface opportunities for Producers
Seniority
Mid-level, hands-on IC