Sales Support Specialist - Great Bend, United States - CUNA Mutual

CUNA Mutual Great Bend, United States

3 weeks ago

Full time

Description

Purpose:

The Sales Support Specialist will provide sales and marketing support to internal and external sales representatives, as well as sales management.

Responsibilities:

Work with Internal Sales Manager to support the Regional Vice President's (RVP) and Regional Sales Consultant's (RSC) attainment of the divisional sales goals (by assets)
Generate and fullfil proposal and literature needs of the sales team for financial advisors and prospective clients
Assist with sales reporting research and report creation
Maintain and refresh Salesforce data
Process incoming and outgoing mail
Provide support to the RFP specialist
Keep up on legislative changes, investment knowledge and professional development training
Adhere to all company policies, procedures and code of ethics
Other duties as assigned

Requirements:

Associates or Bachelor's degree or equivalent work history
Minimum of 1-2 years of experience in the financial services industry (preferred)
Proven successful experience in team based environments as well as the ability to work independently where necessary
Proven ability to manage multiple tasks and projects at one time while meeting related deadlines
Highly organized and detail oriented
Strong interpersonal skills and ability to get along with diverse personalities

Physical Job Analysis:
While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

CUNA Mutual Group's insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

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