Marketing Territory Business Coordinator

Lincoln Financial • Hartford, CT

4d • $23 - $32 • Hybrid

About The Position

This Territory Business Coordinator will perform and deliver on routine and non-routine assignments for their assigned area(s) of responsibility independently in accordance with established procedures/guidelines. They are responsible for providing routine and increasingly more non-routine operational and sales support to the MoneyGuard External Wholesalers selected to be a part of the Territory Business Coordinator Program.

Requirements

• High School Diploma or GED
• 1-2 years of experience in administrative or customer service experience
• Strong written and verbal communication skills
• Excellent organizational skills with the ability to multi-task

Nice To Haves

• Financial Services experience

Responsibilities

• Reviewing wholesaler email correspondence, adding the appropriate compliance disclosures, and managing the Compliance Submission process to completion, which may require reviewing edits with team manager or other levels of management.
• Reviewing and processing marketing materials to be sent through our internal marketing system or mail merge emails.
• Reviewing daily workflow, entering information into databases and completing other routine and increasingly more non-routine tasks and responsibilities.
• Coordinating routine Roadshow, Lunch and Learn meetings, and routine virtual meetings for specified groups of wholesalers identified by Divisional Sales Managers.
• Supporting the personalized sales campaigns developed by participating wholesalers.
• Supporting the routine meeting series which includes budgets, venue selection, registration, compliance, and execution.
• Providing a diverse range of information and performing a diverse range of tasks/transactions related to common programs and services.
• Providing consultative support and partnering with wholesalers and other stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.
• Proactively building relationships with wholesalers and other stakeholders as needed through active communication, and achievement of quality service for partners.
• Extracting contact data from Salesforce to build targeted distribution lists that support wholesaler outreach and engagement strategies.
• Developing monthly marketing campaign performance reports for Sales Managers that provide strategic decision-making insights.

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees