Sales Support Coordinator

7 days ago


Waterloo, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

The position of _Regional Sales Coordinator _is an integral role as part of the Individual Insurance sales team. You will provide administrative and sales support for various members of the team (leadership, external and internal sales colleagues) by ensuring the smooth operation and execution of various sales initiatives and activities. You will be required to develop a thorough understanding of the sales needs of the team in order to support them in effectively executing the overall sales strategy. The position will require occasional travel for training/meetings and the execution of events.

**Key Accountabilities**

**Budget & Expense Management**
- Assist in first level administration and review of regional expense submissions (examples: travel and entertainment, advisor spend) to ensure corporate expense and travel guidelines are being followed
- Track and manage expenses against budget and flag any expenses approaching budget or any instances where submissions have exceeded corporate guidelines.
- Ensure timely review and approval of expenses by sales leader
- Process invoices to ensure prompt payment to vendor(s)

**Marketing and Sales Reporting Support**
- Coordinate and monitor prompt distribution of advisor marketing material requests and sales aids as requested by the sales team.
- Run requested adhoc reports for sales leaders and/or sales team members using Salesforce and MS Power BI and provide insights and analysis of data as required
- Take a lead role in identifying team gaps in reporting and bring forward suggestions for enhanced self-serve report opportunities
- Ensure any unassigned advisors are assigned to the appropriate wholesalers in Salesforce
- Handle requests from sales leader and/or sales team members with respect to advisor gift requests
- Work with head office sales leadership on national initiatives as required

**General Administrative Support**
- Management of sales leader’s calendar (sending out invites, responding to invites)
- Travel arrangements for sales leader (flights, hotels, car rentals, etc.)
- Onboarding/offboarding new team members including appropriate access, equipment
- Ensure team distribution lists are kept updated
- Handle all incoming and outgoing mail and courier needs

**What is needed to be successful in the role?**
- Post secondary education is required
- Experience and understanding of the life insurance business and different products is an asset
- Fast learner and self-starter, with ability to take initiative to work proactively
- 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
- Bilingualism (English/French) is considered an asset for this role

**#M-CA-IN-CM**

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer



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