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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in sales and marketing support within the financial services sector, utilizing tools like Tableau and Salesforce to enhance agent collaboration and training. Strong communication and relationship-building skills are essential for effective engagement with internal and external stakeholders.
Highest-signal resume keywords
Sales ExperienceTableau Data ManipulationSalesforce CRM ExperienceAdvanced MS Office SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesData ManipulationFinancial Planning KnowledgeIllustration Software ProficiencyCase Design Support
Soft Skills
Interpersonal CommunicationMultitaskingProblem-SolvingRelationship Building
Tools & Technologies
TableauSalesforceWebExMicrosoft OfficeTeams
Industry Keywords
Fixed AnnuityIndexed AnnuityIMO Channel DistributionMarketing SupportSales Support Systems
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Grow Fixed & Indexed Annuity sales within the IMO channel distribution
- Demonstrate thorough knowledge of company products, practices, and procedures
- Provide sales and marketing support to agents and marketers using WebEx or Teams
- Conduct inbound and outbound phone sales activities
- Deliver virtual trainings and coordinate marketing materials
- Develop proficiency in the agent portal and illustration software
- Use Tableau to pull and manipulate data
- Create standardized emails via Salesforce and manage the team's shared email inbox
- Collaborate with National Account VPs, Regional Directors, Senior Internal Wholesalers, and Internal Wholesalers
- Provide phone and web-based support related to case design, product questions, competitive positioning, and illustration software training
Requirements
What you’ll need- Junior or senior-level student or recent college graduate studying/studied business, marketing, management, sales, or a related field
- Previous sales experience desired
- General knowledge of economics and financial planning desired
- Ability to build solid external and internal relationships
- Strong oral, written, and interpersonal communication skills
- Self-reliant multitasking and problem-solving capabilities
- Tableau knowledge to pull data
- Advanced knowledge of MS Office, Word, Excel, and PowerPoint required
- Technologically proficient and knowledgeable in contact management applications, illustration tools, and sales support systems
- Salesforce CRM experience preferred
Benefits
Comp & perks- Flexible in-office, hybrid, and remote work arrangements
- Employee-centric flexible work environment
- Professional development
- Networking opportunities
- Reasonable accommodations for applicants and candidates with disabilities
- Equal opportunity employment
