Job Details
- Required Skills
- TableauMicrosoft ExcelMicrosoft Office
Requirements
- Junior or senior-level student or recent college graduate.
- Degree or coursework in business, marketing, management, sales, or related field.
- Advanced knowledge of MS Office (Word, Excel, PowerPoint).
- Ability to build solid external and internal relationships.
- Strong oral, written, and interpersonal communication skills.
- Self-reliant multi-tasking and problem-solving capabilities.
- Technologically proficient in sales support systems and contact management applications.
- Previous sales experience (desired).
- General knowledge of economics and financial planning (desired).
- Salesforce CRM experience (preferred).
- Tableau knowledge (required).
Responsibilities
- Provide best-in-class phone and web-based support for agents and IMO marketers regarding case design, products, and competitive positioning.
- Conduct virtual trainings and coordinate marketing materials using platforms like WebEx or Teams.
- Develop proficiency in internal applications, including the agent portal and illustration software.
- Utilize Tableau to pull and manipulate sales data.
- Create standardized emails for distribution via Salesforce and manage the shared team email inbox.
- Collaborate with internal distribution team members, including VPs, Regional Directors, and Wholesalers.
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