Sales Coordinator

This is a fully remote position, open to applicants in Illinois, +2 more states.

📋 Description

• Assist in driving corporate and divisional sales initiatives.

• Facilitate cross-selling efforts within SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions.

• Organize finalist meetings, provide scheduling assistance, and summarize discussions along with next steps.

• Maintain CRM records for producers in Salesforce and Monday.com.

• Monitor requests for missing data and support accountability among cross-functional teams.

• Identify stalled, at-risk, or inactive opportunities and coordinate updates in the CRM.

• Distribute pipeline and client reporting from CRM sources.

• Keep the tracking of HUB regional engagement status up to date.

• Vet, investigate, and consolidate lead information with Producers.

• Conduct CORE checks and other due diligence and eligibility processes.

• Monitor and analyze intent data to identify timely opportunities.

• Research sales leads and competitive intelligence, providing analysis and reporting.

• Maintain divisional sales tools that showcase eligibility, pricing, and referral readiness.

• Create sales enablement materials, including one-pagers, discovery cards, co-branded presentations, and Producer toolkits.

• Assist with discovery calls and partner capability summaries.

• Support the execution, scheduling, and tracking of email campaigns in collaboration with marketing.

• Coordinate logistics for Producer-driven events and carrier meetings.

• Foster collaboration and communication among matrix partners.

• Build relationships with internal colleagues, broker partners, and carrier partners.

• Aid in producer coaching and collaboration efforts.

• Adhere to best practices and service level agreements while implementing continuous improvement initiatives.

⛳️ Requirements

• 1-5 years of experience in employee benefits, sales operations, or a related area.

• Knowledge of HCM and ancillary products, including dental, vision, life, disability, and supplemental health.

• Proficiency in Salesforce, Monday.com, and prospecting or intent-data platforms.

• Ability to manage a large volume of data with exceptional attention to detail and accuracy.

• Strong writing and design skills; capable of creating polished collateral and presentations with minimal creative guidance.

• Comfortable in a fast-paced environment and adaptable to organizational changes.

• Effective in cross-functional communication and collaboration.

• Self-motivated and capable of working with minimal supervision.

• Able to adapt and prioritize competing demands across multiple business areas.

• Demonstrates curiosity and eagerness to learn.

• Team-oriented approach.

• Bachelor’s degree or higher is preferred.

🏝️ Benefits

• Structured training, licensing support, and ongoing development opportunities.

• Comprehensive health benefits.

• Retirement savings matching.

• Company-paid life and disability insurance plans.

• Generous paid time off.

• Paid parental leave.

• Wellbeing program.

• HUB Gives community impact opportunities.

• Eligible for bonuses, equity, and commissions for certain positions.

• FSA and HSA accounts may be available.