Job Title: Sales Administrative Assistant
Reports to: Sales Executive Team Leader
FLSA Status: Non-exempt
Job Code: AD13SAAN
Summary The Sales Administrative Assistant cold calls and schedules potential new client intro and discovery meetings with Employee Benefits Sales Executives.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Follows company procedures with respect to all essential duties and responsibilities of the job.
Calls and writes to prospects.
May call and write to brokers regarding placement of business.
Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
Obtain prospects information and enters into database.
Schedule appointments and follow-up for sales staff to meet prospective customers.
This job has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Highschool education or equivalent and at least one-year related experience and/or training.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Contact Management systems; Database software; Internet navigation; Spreadsheet software and Word Processing software.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include color vision.