Protective Life · 1 day ago
Sales Support Coordinator
Covington, KY
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $55K/yrProtective Life is focused on providing protection and peace of mind to their customers. The Sales Support Coordinator role involves supporting sales territories to increase wholesaler activity and sales production through effective communication and scheduling of appointments.
FinanceFinancial ServicesInsurance
Responsibilities
Utilize appointment strategies using zoning technology to optimize time with advisors and minimize wholesaler travel time
Effectively communicate and reinforce Protective’s mission statement and value proposition to sell the company, personnel, and products to advisors
Identifies and qualifies prospective customers and records sales prospecting activity in computer-based tracking systems
Execute territory-level marketing sales campaigns targeted to generate external wholesaler appointments
Participate in weekly team meetings and individual check-in calls to monitor individual performance
Implement sales techniques to schedule and confirm meetings of all types, including individual meetings, phone meetings, group meetings, and seminars
Coordinate and manage all aspects of group events – RSVP list, venue details, marketing materials, etc
Partner with wholesaling teams to understand territory geography, zones, and routes for effective scheduling
Apply wholesaler territory zones and routes to maximize appointments with top producers and prospects
Regular analysis and maintenance of territory Market Metrics data
Assist in scheduling appointments for up to 4 RVPs while managing territory zones
Answer phone calls and emails via prospecting efforts and appointment confirmation/reminders to advisors
Resolve scheduling conflicts as they arise
Assist with follow up procedure after wholesaler meetings and routine correspondence such as thank you notes, birthday notes, etc
Ensure accurate, detailed, and timely advisor data and call notes within CRM system
List management via data systems and spreadsheets to ensure always up-to-date prospecting lists
Complete material orders in preparation of or as a follow-up to meetings of all types
Qualification
Required
Previous administrative, sales, or scheduling experience preferred
Strong written, oral, and presentation skills
Strong organizational skills and attention to detail
Consistently a reliable and dependable resource for key stakeholders and partners
Works with high enthusiasm and conveys a positive attitude
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
Founded in 1907
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase