Sales Support Associate II

Guardian Life Insurance CompanyCharlotte, NC
Remote

About The Position

The Sales Support Associate II at The Guardian Life Insurance Company of America plays a vital role in enabling the sales team's success by providing comprehensive administrative, analytical, and operational support, contributing to efficient sales processes and superior customer service. You will actively listen to internal and external stakeholders to understand needs and provide appropriate solutions and support. Apply analytical acumen to identify trends, interpret data, and propose solutions for sales process optimization. Contribute to and implement business process improvements to enhance efficiency and effectiveness within sales operations. Provide coaching and guidance to new team members or less experienced associates on sales support procedures and best practices. Engage in collaborative negotiations with various departments to resolve issues and achieve mutually beneficial outcomes. Utilize CRM applications proficiently for data entry, tracking, reporting, and managing customer interactions. Support customer service management initiatives by addressing inquiries, resolving issues, and escalating complex cases as needed. Perform data analysis to support sales reporting, identify opportunities, and inform strategic decisions. Execute accurate and timely data entry for sales-related information, ensuring data integrity. Demonstrate empathy in all interactions, understanding and addressing the concerns of sales professionals and clients. Assist in feedback management processes, collecting, summarizing, and disseminating feedback to relevant teams. Maintain individual resilience and adaptability in a fast-paced and dynamic sales environment. Lead and execute problem resolution efforts for sales-related challenges, ensuring satisfactory outcomes. Support sales operations management by assisting with pipeline management, forecasting, and performance tracking. Leverage stakeholder influence to build consensus and drive initiatives that benefit the sales organization.

Requirements

  • Proven experience in a sales support or administrative role, preferably within the insurance or financial services industry.
  • Strong analytical skills with the ability to interpret complex data and make informed recommendations.
  • Proficiency in CRM applications (e.g., Salesforce, Microsoft Dynamics).
  • Demonstrated ability to contribute to and implement process improvements.
  • Excellent communication and interpersonal skills, with an emphasis on active listening and collaborative negotiation.
  • Experience with data entry and a keen eye for detail and accuracy.
  • Ability to provide coaching and mentorship to peers.
  • Strong problem-resolution skills and a proactive approach to addressing challenges.
  • High level of individual resilience and adaptability to change.
  • Customer service-oriented mindset with a strong sense of empathy.
  • Ability to influence stakeholders and work effectively in a team environment.
  • Legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

  • Experience in sales operations management support is a plus.

Responsibilities

  • Actively listen to internal and external stakeholders to understand needs and provide appropriate solutions and support.
  • Apply analytical acumen to identify trends, interpret data, and propose solutions for sales process optimization.
  • Contribute to and implement business process improvements to enhance efficiency and effectiveness within sales operations.
  • Provide coaching and guidance to new team members or less experienced associates on sales support procedures and best practices.
  • Engage in collaborative negotiations with various departments to resolve issues and achieve mutually beneficial outcomes.
  • Utilize CRM applications proficiently for data entry, tracking, reporting, and managing customer interactions.
  • Support customer service management initiatives by addressing inquiries, resolving issues, and escalating complex cases as needed.
  • Perform data analysis to support sales reporting, identify opportunities, and inform strategic decisions.
  • Execute accurate and timely data entry for sales-related information, ensuring data integrity.
  • Demonstrate empathy in all interactions, understanding and addressing the concerns of sales professionals and clients.
  • Assist in feedback management processes, collecting, summarizing, and disseminating feedback to relevant teams.
  • Maintain individual resilience and adaptability in a fast-paced and dynamic sales environment.
  • Lead and execute problem resolution efforts for sales-related challenges, ensuring satisfactory outcomes.
  • Support sales operations management by assisting with pipeline management, forecasting, and performance tracking.
  • Leverage stakeholder influence to build consensus and drive initiatives that benefit the sales organization.

Benefits

  • Skill-building
  • Leadership development
  • Philanthropic opportunities
  • Supportive, flexible, and inclusive benefits and resources
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