Provide administrative and sales support for various members of the team in Western Canada (BC & AB)
Develop a thorough understanding of the sales needs of the team to support them in effectively executing the overall sales strategy
Assist in first level administration and review of regional expense submissions to ensure corporate expense and travel guidelines are being followed
Track and manage expenses against budget and flag any expenses approaching budget or exceeding corporate guidelines
Ensure timely review and approval of expenses by sales leader
Process invoices to ensure prompt payment to vendor(s)
Work closely with applicable team members to effectively plan and successfully execute both advisor facing events and internal team meetings
Source and plan meetings venue and management of event budget
Liaise with venue contacts to ensure all logistics and details are executed as requested
Manage logistics of scheduling and supporting virtual meetings and webinars
Create, distribute and manage all invitations to meetings and events
Coordinate and monitor prompt distribution of marketing materials and sales aids as requested by sales team
Handle all catering and meal requirements
Prepare leader requested presentations
Manage all aspects of the CE credit process from submission to delivery

Post secondary education is required
Experience and understanding of the life insurance business and different products is an asset
Strong skills in Microsoft Office products (Excel, Word, Power BI), Salesforce.com, including Salesforce Marketing Cloud
Fast learner and self-starter, with ability to take initiative to work proactively
Ability to learn new technologies quickly and become a subject matter expert for sales team members
Strong organizational, time management and priority setting skills in order to meet tight deadlines
Strong problem-solving and analytical skills; ability to investigate problems without supervision
Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
Strong verbal communication and business writing skills
Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail
Flexible and adaptable when dealing with change, including changing priorities and tight deadlines
Able to exercise discretion and tact in situations involving sensitive and confidential information

Health, dental, mental health, vision, short
and long-term disability insurance coverage
Life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Retirement savings plans including pension and global share ownership plan with employer matching contributions
Financial education and counseling resources
Generous paid time off including holidays, vacation, personal, and sick days
Full range of statutory leaves of absence

Regional Sales Coordinator

Key skills