Regional Sales Coordinator

2 weeks ago

Saskatoon, Canada Financial Horizons Group Full time

Are you a team player that enjoys the satisfaction of supporting others? Do you get excited about the opportunity to learn and train others on new systems? Are you a strong communicator with a knack for troubleshooting?

If you nodded ‘yes’ to those questions, you may just be the next **Regional Sales Coordinator **to join the FH family Keep reading to see if this role is the right fit for you.

**What will you be doing in this role?**:
Relationship Management
- Provide advisor triage support/troubleshooting and liaison with various departments
- Provide proactive training support on new and changing tools and technology
- Provide reactive training support to established advisors and their teams on various tools and technology (WealthServ, Conquest, BSA, commissions, carrier websites, reporting, etc.)
- Build and promote the self-serve model
- Sales campaign tracking and reporting in Salesforce
- Claims support for advisors including providing direction and support to advisors with carrier contacts and forms required
- Log and issue CE credits for advisors and follow up with carrier as required

Events Coordination
- Work in collaboration with the distribution and national events teams to coordinate regional and local events such as Regional Summits and local carrier sponsored events
- Responsible for regional advisor communications including carrier updates and events, carrier and FH contest updates, etc.
- Regional Marketing allowance

**What qualifications are required?**:

- Hold or is working toward a financial services designation, such as CFP, CLU or CHS is an asset
- LLQP and Mutual Funds license is an asset
- College Diploma, University degree, or equivalent experience

**What competencies are required?**:

- Customer service
- Judgement
- Time management
- Proactive and resourceful
- Communication skills - verbal and written
- Interpersonal skills
- Adaptability

**What should your experience look like?**:

- 2 years customer service or inside sales experience
- Insurance and investments sales and basic product knowledge/experience
- Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
- Salesforce experience (or other CRM) is an asset

**Benefits & Perks**:
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Market leading Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we? **:

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