Sales Support Specialist
New York Life - New York, NY

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New York Life Investments Group's Third Party Distribution sales team is seeking a Sales Support Specialist. Based in our New York headquarters, the role will report to the National Sales Desk Manager and execute a variety of integral administrative needs.

Primary Responsibilities

  • Provide administrative support to National Sales Desk Manager including:
o Screen and monitor phones
o Expense reporting
o Manage day-to-day calendar
o Arrange travel
  • Act as "office manger" for the sales desk
  • Manage monthly Sales Leadership Development Calendar
  • Oversee logistics for all sales desk meetings, training and development programs
  • Provide expense report support to the desk when necessary (training and answer FAQs)
  • Coordinate all logistics for team events, off-sites, meetings
  • CRM maintenance including some minor data entry and activity report pulls
  • Assist with sales desk activity and metrics reporting
  • Coordinate logistics for monthly CRM audit process including meeting times, printing etc
  • Manage vacation/absence database and internal travel calendars for the sales desk
  • SAP Time Keeper for entire Sales Desk, Sales Desk Management
  • Maintain inventory of storage room and office supplies
  • Serve as mailroom liaison for the entire floor and ensure there is a process in place for mail delivery
  • Responsible for Weekly Sales Mailings to wholesalers.
  • Manage and distribute "Daily Update" email
  • Point of contact for all technology issues, heating and air conditioning and general facility issues
  • Maintain all sales desk distribution lists, phone directories and organizational charts
  • Organize move dates and locations which includes entering all request with IT and telephone techs
  • Update and report all equipment inventory
  • Update and report all floor plan changes
  • Assist with interview scheduling when necessary.
  • Clean workstation and provide necessary office supplies
  • Notify and coordinate all new hires of upcoming training classes
  • Update all department email distribution lists and phone directories
  • Update organizational chart and distribute to HR, Compliance and Sales Desk Management
  • Ensure all new hires have access and profiles in the RIS TPD Sales Desk Vacation database
Requirements:
  • College degree or 3 plus years of office management/administrative experience required
  • Highly organized and process oriented individual
  • Collaborative and able to work as a part of a highly functioning team
  • Accountable and excellent attention to detail
  • Good working knowledge of Microsoft PowerPoint, Excel, Word (Microsoft Access is a plus)
  • Seeks creative and innovative solutions to everyday issues
  • Excellent written and verbal skills
  • Positive, hard working attitude

New York Life - 12 months ago - save job - block
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About this company
391 reviews
New York Life Insurance has been providing life insurance policies in the Big Apple since it was a tiny seed. While the top mutual life...