Sales Execution Team

The Sales Execution Team’s role is to provide all aspects of sales support to financial representatives to ensure that their focus remains on achieving 500 Qualified Suspects, 150 Factfinders, 700 points and 40 paid-for lives in the first six months. Ongoing support to continue to build their business will also be provided.

Responsibilities:

Operations Support

• Case notes (Copy Talk) into CRM


• Manage starter checklist for each FR


• Create and maintain compliant client file folders


• Creating compliant letters/sending out correspondence and handling incoming mail and e-mail


• Print Client Builder reports from CRM and FMI for Board of Review and weekly/monthly client builder meetings

Planning, Sales, and Service Support

• Conduct weekly one-on-one meetings with all Financial Representatives supported


• Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office


• Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit


• Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package


• Compile meeting kits which includes all materials needed for the approach, close, delivery and client review


• Collect and input client meeting notes


• Maintain compliant electronic client files, complaint files and check and order logs


• Manage underwriting process which includes providing, or collaborating with others to provide:


• Pre-filling applications


• Pre-checking applications for completeness and accuracy


• Submitting applications


• Scheduling requirements and medical exams


• Monitoring of the Daily Status Report (DSR) and take action on cases needing attention


• Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests


• Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.


• Prepare and manage client communications


• Coach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative


• Other projects as assigned by Director of Operations

Education and Industry Experience

• Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions


• Strong customer relationship and customer service skills


• Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others


• Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment


• Committed to professional development (e.g. licensing, registration, designations)

Marketing Support

• Initiate and create feed lists


• Basic website setup


• Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, NewsBrief, press release, and review of marketing site on LINKnet)