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