Growth Support Analyst, SBR
RemoteWisconsin, United States
Job Summary
Execute day-to-day tasks for 401(k) plan sales, including plan illustrations, proposals, fee comparisons, and document change requests. Review and document client-directed changes, communicate with partners to resolve training and procedural gaps, and prepare outgoing mail via UPS or FedEx. Demonstrate PAi's value through personalized service via mail, email, or telephone. Maintain working knowledge of the sales CRM by generating reports for leadership and managing Salesforce configuration alongside the administrator. Coordinate complex activities such as team presentations, webinars, and trade shows. Lead marketing data and analytics efforts to drive sales strategy.
Required Qualifications
- High school diploma or equivalent
- 2 years of experience working in a customer services administrative or sales role
- Experience working with Microsoft Excel, Word and Outlook
- Accountable and detail oriented, with strong analytical, multitasking and mathematical abilities
- Strong professional communication technique and etiquette
- Regular attendance and punctuality
- Ability to work autonomously or as part of a team
- Ability to work in a fast-paced, change driven environment
- Adherence to all company policies and procedures
Desired Qualifications
- Associates Degree in business related field
- Bilingual in English and Spanish
- Financial Industry experience
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