Position Summary

Aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Sales Support Administrator role is a critical asset to the Keystone Financial Group. The position will purposefully focus on recruiting, marketing, and sales support activities to drive market and revenue growth. 

Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.

What You Can Expect:

Recruiting initiatives related to financial professionals; responsibilities may include:

• Source both inexperienced and experienced candidates to the firm
• Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals

• Monitor candidates as they progress through the pre-hire and appointment process
• Support onboarding process and transition to Prudential

Marketing activities to help drive market growth; responsibilities may include:

• Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results
• Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings
• Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)

Sales support to help drive revenue growth; responsibilities may include:

• Owner “lead optimization strategy” for the firm, to help improve lead program scoring factors and conversion results to increase revenue; firm liaison with the Leads Program office to maximize lead program effectiveness
• Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.)
• Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)

Office responsibilities to ensure operational efficiency may include:

• Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
• Monitor adherence with mandatory training requirements
• Financial Support to help manage firm expenses and responsibilities
• Other administrative responsibilities such as scheduling, calendar management and travel arrangements

Responsibilities listed above may or may not apply depending on the unique needs of each firm. 

What You’ll Need:

• Minimum one to three years business experience in the Financial Services Industry.
• Experience in supporting recruiting, marketing and sales preferred.
• Proficient with all Microsoft applications (Word, Excel, PowerPoint, Teams and Outlook).
• Strong initiative, self-motivation, good judgement, and the ability to multi-task.
• Excellent interpersonal/customer service and communication skills.
• Ability to work under tight time constraints with competing priorities.
• Strong analytical, interpersonal, and decision-making skills.
• Ability to work both independently and as a standout colleague.
• Discretion required in handling sensitive and privileged information in a respectful and confidential manner.
• Experience with Salesforce, zoom platform, and LinkedIn is a plus.

What We Offer You:

• Market competitive base salaries with yearly bonus potential
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
• Retirement plans:
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.