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Business Development Coordinator

Company: Gradient Financial Group
Location: Topeka
Posted on: June 24, 2022

Job Description:

Gradient Financial Group, LLC is a leading nationwide financial services company consisting of eleven entities. We are seeking a motivated Business Development Coordinator to join our Gradient Insurance Brokerage team. Gradient Insurance Brokerage, Inc is an independent marketing organization offering fixed annuities and life insurance.Gradient Financial Group Core Values

  • Show Up Ready to Play
  • We show up on time, focused and prepared to do our best work.
  • No Shortcuts
  • We consistently look for a new and better way. We do the right thing the right way.
  • Take it to Done
  • Excellence is expected. We take action and find a way to move things forward.
  • Win the Day
  • Attitude is everything. We care about what we do and how we do it.
  • Celebrate Success
  • We're in this together. We take the time to celebrate our accomplishments.
  • Build Relationships
  • Community is key. We support each other, give back, and leave plenty of room for fun. Specific responsibilities for Business Development Coordinator include but are not limited to:
    • Create, run and analyze corporate and customer-based reports for all pods on a daily, weekly, monthly, and quarterly basis
    • Create and manage business operations in the areas of
    • contracting
    • onboarding
    • project management
    • campaign and call-out management
    • product training
    • production and goals management
    • systems usage
    • other as assigned
      • Attend required training events as determined by management
      • Have a thorough knowledge of all Gradient companies and services
      • Conduct and manage thank you and client appreciation opportunities
      • Manage Pods' hitter lists and report weekly on Top 10 producers, serving in an advisory and business operations capacity
      • Provide contracting and product training support
      • Provide onboarding support and direction
      • Provide prospecting support
      • Provide casework and illustrator follow ups
      • Refer customers to other entities within the Gradient umbrella of companies.
      • Sending welcome kit, scheduling website navigation call, sending MAP, following up on Memberships sent and event registrations
      • Register customers for training events as determined by Pod.
      • Manage Market Share request
      • Client and prospect classification and list maintenance, including management and coding within corporate CRM systems, Quick Glance and other
      • Create and manage marketing plans and calendars
      • Manage and execute lead generation through marketing blasts, direct mail, callouts and other
      • Schedule calls, reminder confirmations, and provide follow-up on all of VP of Marketing's' scheduled calls and non-scheduled calls
      • Developing and maintaining administrative process flows
      • Training current employees and new employees; systems, file structure, phone, printer, processes, etc.
      • Lead team by communicating new procedures and answering escalated questions
      • All other duties as assigned Business Development Coordinator Qualifications and Skills:
        • Previous executive assistant experience - Preferred
        • Knowledge and fluency with Microsoft Office and Outlook programs
        • Knowledge of how to work with spreadsheets (Excel or Google Docs)
        • Knowledge of office procedures and of spelling, grammar, punctuation, and arithmetic.
        • Skill in organizing, prioritizing, and coordinating multiple tasks at a time for a team
        • Skill in data entry with minimal errors.
        • Ability to step into a previously uncompleted task and utilize resources and people to find solutions
        • Ability to accurately prepare and maintain records, files, and reports. At Gradient, we strive to offer a comprehensive benefits package that helps you and your family maintain health and well-being both physically and financially. Join our team for our competitive compensation and benefit plans but stay for our culture which includes a recreational room complete with ping pong.

Keywords: Gradient Financial Group, Topeka , Business Development Coordinator, Other , Topeka, Kansas

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