Territory Management and Scheduling Coordinator (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial-posted 8 months ago
Full-time • Entry Level
Remote • Charlotte, NC
Insurance Carriers and Related Activities
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As a Territory Management and Scheduling Coordinator, you'll be responsible for providing territory management and appointment scheduling support to the distribution (sales) organization and contributing towards an increase in productivity across the team and business. Adaptability, attention to detail, and the ability to communicate with internal and external clients via phone and email will be key to this role. This person will also assist with prospecting, including analysis of intel and data to make informed recommendations for further outreach.

  • Help move financial professionals through the buying continuum by scheduling face-to-face and/or virtual meetings on behalf of External Wholesalers.
  • Prepare and edit written correspondence and verbal scripts for use with Financial Professionals.
  • Make strategic recommendations to External Wholesalers for targeted prospecting.
  • Analyze External Wholesaler's territories using mapping software, data, and analytics.
  • Provide recommendations to maximize territory efficiency and increase productivity.
  • Analyze monthly Divisional Sales Manager reports to support retention and conversion of financial professionals.
  • Utilize Salesforce dashboards regularly to assist with focused outreach.
  • Increase participant attendance to company sponsored events using a prescribed process in partnership with Internal Wholesalers.
  • Complete all tasks related to meetings, conferences, and marketing campaigns follow-up via outbound phone calls and emails.
  • Ability to meet and exceed metrics for outbound calls and emails.
  • Use CRM software to pull targeted advisor lists, log activities, and record relevant information on related to Financial Professionals.
  • Perform other duties as assigned.
  • Minimum of two years of relevant professional work experience.
  • Solid knowledge of Microsoft Office, particularly with Excel and Outlook.
  • Professional presentation and excellent communication skills; understanding of written business communication standards.
  • Confident with making outbound phone calls.
  • Proven ability to prioritize and adapt to a dynamic work environment.
  • Previous CRM/customer service/relations experience.
  • Adept at managing and adapting to varied communication styles with resiliency.
  • Ability to work in a collaborative team environment, as well as work independently and demonstrate accountability in the role and daily tasks.
  • Must be able to work within eastern business hours.
  • Experience with scheduling software or technology.
  • Base salary ranging from $46,000.00 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment - Work remotely or in the office.
  • Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%).
  • 15% employee stock purchase plan discount and financial counseling services.
  • Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Company-paid basic life insurance and short-term disability insurance.
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