What are the responsibilities and job description for the Sales Support Coordinator position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Provides a wide range of cross functional support for a Sales Rep, Sales team or Sales area to include but not limited to; administrative and clerical support, customer service, training & educations, marketing activities and recordkeeping/reporting.
Has solid understanding of functional tasks. Assistance may be required from more experienced team members and will vary depending on task complexity. Work may be reviewed for new or more complex tasks.
Incumbents in these positions generally are cross -functional and will focus on more than one of these activities. If primary function (more than 75% of duties) is administrative/clerical, then please consider using the Administrative Assistant job family. If primary focus (more than 75% of duties) is on Operation/Customer training, please consider using the Operations Trainer Job Family. If primary function (more than 75% of duties) is customer service, then please considering the customer service job family.
Essential Functions
Administrative/Clerical Support
Typical Range Of Experience
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Provides a wide range of cross functional support for a Sales Rep, Sales team or Sales area to include but not limited to; administrative and clerical support, customer service, training & educations, marketing activities and recordkeeping/reporting.
Has solid understanding of functional tasks. Assistance may be required from more experienced team members and will vary depending on task complexity. Work may be reviewed for new or more complex tasks.
Incumbents in these positions generally are cross -functional and will focus on more than one of these activities. If primary function (more than 75% of duties) is administrative/clerical, then please consider using the Administrative Assistant job family. If primary focus (more than 75% of duties) is on Operation/Customer training, please consider using the Operations Trainer Job Family. If primary function (more than 75% of duties) is customer service, then please considering the customer service job family.
Essential Functions
Administrative/Clerical Support
- Provide a wide variety of administrative and clerical support to Sales Reps and/or Sales Management
- Scheduling/Travel arrangements
- Expense reports
- May support sales representatives in account servicing
- Assists in customer service functions.
- Acts as the team’s resource and subject matter expert to answer questions and resolve issues
- Prepares and reviews sales contracts, agreements, proposals and presentations
- Prepares reports and gathers information on market conditions, sales results, forecasts and industry trends to support the activities of the sales organization
- Maintains sales database systems (GAB, Sales Force etc.) to ensure accuracy of orders, pricing, accounts and customer records across all applicable systems
- May coordinate the workflow of marketing-related requests
- Creates and distributes marketing materials such as flyers and brochures
- Updates social media and assists in tradeshow or event preparations
- Participates in and conducts training programs within a functional area or unit, typically in a production environment
- May train an internal or external audience individually or in a group setting
- Delivers training to internal and/or external audiences on processes, services, products, computer applications, operating systems, programming and end-user training. May include onboarding training and soft skills training
- Coordinates and executes educational and training events. Assists in resourcing and logistics
- Using established procedures to perform assigned tasks. Work is routine
- Instructions may be detailed for new assignments
- No responsibility for the supervision of others
- Works under supervision applying established techniques, procedures or specific standards
- Work may be reviewed for soundness of judgment and overall accuracy
- Working knowledge of fundamental concepts, practices and procedures of the sales department/field
- Familiarity with sales database systems or software such as Salesforce
- Good listening, verbal and written communication skills
- Good customer service skills
- Establishes effective working relationships at the work group level
- Good organizational skills with the ability to multi-task, prioritize and follow up
- Proficient in Microsoft Word, Excel and PowerPoint
- High School diploma or equivalent
Typical Range Of Experience
- 1-3 years of experience
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
- Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $20 - $27