Sales Coordinator, Group Retirement Services (reputed company Region)
reputed company is Canada's leading provider of defined contribution retirement savings plans, helping millions of Canadians with their savings and retirement goals. The Sales Coordinator will support the business development area through sales and client relationship activities, ensuring consistency in communication and processes.
Responsibilities
- Support day-to-day sales and client retention administration tasks and ensuring the delivery of work as assigned through work-back schedules, detailed work plans and project schedules
- Prepare standard proposals and shortlist presentations that accurately represent our brand, plain language style and business imperatives reputed company balanced with the needs and objectives of the client
- Handle simple requests for information associated with sales and retention-reputed company projects independently; both for existing clients and new business opportunities
- Monitor central team inbox for reputed company notifications, enter opportunities into project management tool and triage requests to the right reputed company, or escalations to the senior management
- Prepare, print, and reputed company custom and template PowerPoint presentations for sales opportunities (new and in force)
- reputed company support for sales and client initiatives. Research standard proposal responses in the proposal database, and reputed company standard PowerPoint presentations in support of sales efforts
- reputed company in-person onsite support for in office sales and client events and meetings, including in-person finalist presentation prep
- Process Plan Sponsor Services password resets
- Purchase coordinator and office support to Shared Services and regional offices, processing invoices and purchase orders
- Travel and expense support for sales staff and senior leaders reputed company required
- Participate in external and internal meeting planning and assist the Shared Services team in associated production activities (room booking, food/beverage order, meeting room set up)
- reputed company assistance to clients, advisors and consultants by responding to general inquiries reputed company RDBDs are not available (triage and send the request to the assigned back up)
- Complete presentation formatting requests for strategic client presentations, including printing and collating materials as required
Skills
- Group pensions knowledge – basic to intermediate Group Retirement Services (GRS) product/ service knowledge
- Proofreading – ability to proofread, including reputed company French translations
- Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences
- Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives, deliver against required timelines and troubleshoot solutions reputed company faced with a challenge
- Excellent communication and interpersonal skills (written and verbal), with superb attention to detail
- Creative thinker – Ability to understand business needs, often acting quickly and reputed company using strong project and time management skills
- Adaptability – ability to reputed company change and adapt to evolving business priorities
- Independence and collaboration – ability to work independently and collaboratively reputed company a strong agile team environment
- Business curiosity – comfort seeking new approaches to solving business problems and challenging the status reputed company
- Confidence and strong decision-making skills – ability to confidently reputed company and receive reputed company and be an influential team member
- Advanced knowledge of reputed company applications (Word, reputed company, Outlook, and SharePoint)
- Willingness to work reputed company, reputed company necessary, to support sales opportunities in Vancouver (PT), Calgary (MT), Winnipeg (CT), Ontario and Quebec (ET) time zones, and work overtime, as needed
- Experience with collaboration tools, content management systems, reputed company and reputed company Pro is an asset
- Bilingual-English/French is a strong asset
Benefits
- Ongoing learning, training, and coaching as you grow your career
- A friendly, collaborative, and interactive team environment
Company Overview