Full-Time Sales Support Coordinator

• Support Regional Vice-President (RVP), Account Executives (AE) and Regional Sales Associates (RSA) in their achievement of defined monthly, quarterly and yearly sales targets
• Fulfill orders for marketing materials and promotional items, create event-specific kits, upload printable items and fillable marketing materials, handle event giveaways and manage thank you programs and holiday gifts.
• Assist with production of confidential business reports at the upper management level, as well as provide detailed reports for sales teams, business partners and advisors.
• Monitor the daily-automated reports for accuracy, report delays in system data via service tickets and communicate any delays to your teams.
• Generate and deploy a copy of the automated reports as soon as the systems have updated.
• Handle external communication for teams and RVPs: duties include creation and delivery of marketing campaigns, communicating staff or territory changes and creation and deployment of event invitations.
• Generate distribution lists, and send reports to teams from the email system to capture territory and advisor engagement.
• Update and maintain contact information, including the creation of Lead and Non-Contracted Contact records within the CRM database.
• Handle territory corrections and exceptions based on national guidelines, including creating detailed notes with approvals on contact records, requesting updates to contact information and updating unsubscribe options within the system.
• Handle the documentation and submission of Vendor Disbursements, ensuring prompt payment for supplier invoices, events, sponsorships and donations.
• Communicate with Distribution Partners and Advisors by phone or email, as requested by Account Executives and RSAs.
• Refer calls internally, as appropriate.
• Assist in coordination of events: sales training, education summits, trade shows, presentations, conferences and special events. Coordinate speaker requests and update shared events calendars. Set up and manage remote sessions by Zoom or Google Meets. Book venues, order catering and audio-visual equipment. Collaborate with the Events Team as needed.
• Create sign in sheets, QR codes and registration forms, etc. for events. Coordinate the issuance of Continuing Education Certificates for Distribution Partners directly after the event. Maintain knowledge of requirements for various provinces.
• Contribute to the fostering of a team environment by collaborating with peers to meet the needs of the Retail Distribution team.
• Assist with the onboarding process of new Sales Team members, offer ongoing training opportunities to Sales Teams on reporting and CRM databases.
• Build and maintain a basic knowledge and understanding of Empire Life products.
• Manage personal growth and development by leveraging strengths, identifying, and acting on development opportunities.
• Access Empire’s online learning system to complete courses and earn certifications (Inclusive Teammate, Coaching, Communication and Strategic Thinking).

• Bilingualism (French/English) is an asset.
• 3+ years office administration experience required.
• Exceptional skills in Microsoft Office (including Word, Excel and PowerPoint) and other reporting systems.
• Experience in sales support is an asset.
• Sales, marketing and/or promotional experience is an asset.
• Insurance and/or financial services industry experience is an asset.
• Post secondary education is an asset.
• Strong attention to detail.
• Exceptional organizational and time management skills.
• Ability to prioritize and balance multiple tasks and projects.
• Well-developed verbal and written communication skills
• Well-developed problem resolution skills.

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