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SalaryWho we are:PFP - The Family Security Plan is a unique organization in the world of insurance. For over 50 years, we've been on a mission to make a positive impact on communities through strategic partnerships with local, regional, and national credit unions. As an organization dedicated to financial wellness, we empower the underserved community with affordable insurance protection. What sets us apart? A vibrant team environment that values integrity, passion, care, drive and resilience. At our organization, we believe in fostering open connections and providing unwavering support from leadership and peers alike. Our commitment extends beyond policies – it's about engaging, educating, and securing what matters most to families, communities, and, of course, you.We are seeking an individual to join our team who embraces coachability, possesses a curious mindset, comprehends business intricacies, and excels as a proactive problem-solver.
Job Overview
The Sales Support Specialist assists other departments to achieve company-wide goals through project facilitation and support of the sales teams.Duties and Responsibilities:
- Train new hires on member reward programs
- Train employees on new programs and processes
- Meets work standards by following production, productivity, quality, and resolving operational problems; identifying work process improvements/enhancements.
- Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Completes daily, weekly and monthly reporting & analysis for existing project initiatives.
- Manages company contests and carrier sponsored sales awards, designed to increase organizational productivity.
- Conducts research and communicates in a manner that pertains to any given audience (ownership, executive leadership, managers, and front-line employees)
- Processes project requests from internal departments and external groups such as insurance carriers, credit unions, and other partners,
- Assists/completes new projects or enhancements which facilitate accomplishment of company objectives.
- Cultivates relationships with staff of all levels, carriers, and credit union partners,
- Completes or assists with other projects as needed within the department and inter-departmentally
Education, Skills, and Qualifications:
- Strong knowledge in Microsoft Word, PowerPoint, Excel, Microsoft Outlook
- Results driven
- Computer & Internet Savvy, able to learn new technology, programs and processes
- Able to analyze information and create recommendations from data
- Experience working in a fast-paced team environment, able to work on multiple assignments concurrently
- Organizational skills, time management skills, and attention to detail
- Excellent verbal and written communication skills
- Ability to work autonomously/independently & to think outside the box
- Strong interpersonal skills, and ability to interface with colleagues at all levels
- Proactive, having initiative
- Experience with Sales Organizations, the Financial Industry, Credit Unions and/or Insurance preferred
- Ability to meet deadlines.
- Meets core values: Driven, Passionate, Resilient, Caring, Ethical.
- Monday – Friday 9:00 – 5:00
- Monday, Wednesday and a third day in office, the rest of the week is work from home!
- This position is hybrid and will require the employee to be within commutable distance to our Corporate Headquarters (Orange, CT)
