Sales Enablement Specialist

The Sales Enablement Specialist will work with Advisors under the general supervision of the Sales Enablement Manager to assist with prospect warming events and activities, content creation for prospect meetings and assistance in the process of successfully onboarding new clients.

PRIMARY RESPONSIBILITIES:

• Identify new leads that fit the target prospect profile and execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, and social media
• Create compelling content and execute drip campaigns to targeted companies that fit the firm's "ideal client profile"
• Coordinate and plan webinars, meetings, sponsorships, and in-person educational events for existing clients and prospects
• Assist with risk map presentation output and general capabilities presentation content
• Develop an understanding of the business development model and assist the Partner in execution while generating and executing long-cycle business development strategies, documenting meaningful activity, and tracking results
• Create unique and creative content to communicate proposed solutions to prospects and clients
• Work with a mentor and participate in team meetings to review sales activities/results, learn about market trends, company goals, and obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services, and lead qualification
• Support Stratus, benchmark reporting, monthly communication to prospects, and special duties as assigned supporting EBG Senior Advisor(s)

KNOWLEDGE, SKILLS & ABILITIES:

• Excellent written, verbal communication and presentation skills.
• Ability to clearly articulate value, influence others and motivate action.
• Time management skills and the ability to coordinate calendars with multiple stakeholders.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:

• High school diploma required; Bachelor’s degree preferred
• 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred
• Certification(s): None required; None preferred
• License(s): None required; None preferred
• Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).

OTHER:
Fast paced multi-tasking environment

IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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