Sales Associate Account Manager

Sun Life • Wellesley, MA

22h

About The Position

The opportunity: The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals, managing the sales pipeline, providing sales and prospecting support, and developing sales skills for future potential to move into the Business Development Senior Consultant. How you will contribute: Sales Development and Skills Develop sales skills through listening on calls and taking notes Engage in sales meetings, offer suggestions and stay informed on numbers(pipeline, closed sales, qualified to unqualified, and web to direct or member referral) Act as project manager for ongoing campaigns, ensure progress of projects runs smoothly Develop email communications that reflect the culture of PinnacleCare Develop proposals when needed with input from SVP or Sales Team Relationship Management Assist team with maintaining relationships with Members through thoughtful communications and touch-points. Assist with Renewals and provide updates on hours usage for Members Work with Renewals Manager to manage upcoming renewals Triage issues to Sr. VP and team What you will bring with you: Bachelor’s Degree. Prior experience in relationship management or wealth management a plus Outstanding interpersonal and written/verbal skills Ability to establish and maintain warm and professional relationships with prospective members and leads. Proficiency in computer applications: Microsoft Office, Internet navigation. Knowledge of CRM database applications. Excellent time management, follow-through and ability to get things done in a deadline driven environment. Must be able to maintain a high level of confidentiality. Must present a high level of professional conduct This position also requires a great deal of teamwork, including asking questions, posing creative ideas, offering solutions and meeting regularly to assess work quality. This position primarily involves sitting at a desk, using a computer and phone. Travel will be required with 2 nights 3 days Proactively build and maintain the sales pipeline and make sure there is follow up with all inquiries. Stage each lead Research each lead and enter information into database Enter all advisor communications, etc into database Provide detailed summaries to SVP each week and participate on calls to discuss tactical plans for the day/week to come Work with the 3 sales team to on board new Memberships. Respond promptly with Application and other necessary forms to start the account opening process Join calls and take clear/detailed notes for the CI Form Schedule/make calls to new prospects

Requirements

• Bachelor’s Degree.
• Outstanding interpersonal and written/verbal skills
• Ability to establish and maintain warm and professional relationships with prospective members and leads.
• Proficiency in computer applications: Microsoft Office, Internet navigation.
• Knowledge of CRM database applications.
• Excellent time management, follow-through and ability to get things done in a deadline driven environment.
• Must be able to maintain a high level of confidentiality.
• Must present a high level of professional conduct
• This position also requires a great deal of teamwork, including asking questions, posing creative ideas, offering solutions and meeting regularly to assess work quality.
• This position primarily involves sitting at a desk, using a computer and phone.
• Travel will be required with 2 nights 3 days

Nice To Haves

• Prior experience in relationship management or wealth management a plus

Responsibilities

• Sales Development and Skills Develop sales skills through listening on calls and taking notes
• Engage in sales meetings, offer suggestions and stay informed on numbers(pipeline, closed sales, qualified to unqualified, and web to direct or member referral)
• Act as project manager for ongoing campaigns, ensure progress of projects runs smoothly
• Develop email communications that reflect the culture of PinnacleCare
• Develop proposals when needed with input from SVP or Sales Team Relationship Management
• Assist team with maintaining relationships with Members through thoughtful communications and touch-points.
• Assist with Renewals and provide updates on hours usage for Members
• Work with Renewals Manager to manage upcoming renewals
• Triage issues to Sr. VP and team
• Proactively build and maintain the sales pipeline and make sure there is follow up with all inquiries.
• Stage each lead
• Research each lead and enter information into database
• Enter all advisor communications, etc into database
• Provide detailed summaries to SVP each week and participate on calls to discuss tactical plans for the day/week to come
• Work with the 3 sales team to on board new Memberships.
• Respond promptly with Application and other necessary forms to start the account opening process
• Join calls and take clear/detailed notes for the CI Form
• Schedule/make calls to new prospects

Benefits

• At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
• Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.
• Enjoy a flexible, inclusive and collaborative work environment that supports career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level