CA, United States
22 days ago
Field Support Coordinator

The Field Support Coordinator (FSC) is responsible for the day-to-day activities related to sales support, operations, and education/training for the assigned Zone and its Markets.  In addition, the coordinator manages assigned national programs and processes to maximize the sales force effectiveness and productivity, particularly with supporting activities related to compensation, onboarding, incentives, reporting & analytics, and asset management. 

At the market level, the FSC supports sales leaders (Agency Directors and Agency Leaders) with business performance management, business quality, and persistency and assists with local event management and office management functions.    

In partnership with sales leaders within the Zone(s), Field Development team, the Zone HR Business Partner, and home office resources, the coordinator helps execute support activities of the field (Independent Agents and Captive employees) consistent with national direction.  

 

Drives efforts to influence the sales practices and metrics related to quality business, including persistency and cancellations 

Promotes best practices and leads ongoing agent education related to Quality Business, agent compensation, and other topics  

Analyzes available data and reports to identify trends and make recommendations to Sales leadership on opportunities to improve business and sourcing results 

Responsible for coding commission rates on all worksite cases. Works collaboratively across functions to research and resolve disputes and discrepancies 

Delivers knowledge building and on boarding support to Sales leaders for recruits; may assist Sales Coordinators upon request to support the contracting Independent Agents. 

Provides meetings and event management support, including securing locations, development of agenda and content, event and vendor coordination, setup including managing costs to budget, and coordinating vendor payments 

Monitors worksite cases submissions to ensure sales completion of all activities to successfully implement cases and leads efforts to resolve issues  

Partners with the Zone and Sales leaders to support budgeting and expense management activities  

Monitors the metrics of the new Independent Agent experience. Partners with colleagues in sales management and other support functions, formulating recommendations to address and improve results 

Provides support for compliance with sales hardware (e.g., iPads, laptops, phones), and works to troubleshoot and resolve operational issues. Assists home office resources in collecting and returning equipment from terminated employees   

Oversees execution of sales incentive programs within the Zone, including promotional efforts and monitoring, as well as the approval, ordering and distribution of awards and recognition 

Assists with office and facility management functions within the Zone, including liaising with corporate real estate functions for any broader facility needs and maintaining inventory of sales collateral and supplies 

Proposes process changes to support greater efficiencies for future rollout of new initiatives 

Establishes, reports, and monitors key success measures 

Must be able to tailor and adjust approach and engagement with both the captive and independent agent markets appropriately 

Technology proficiency – PCs, iPads, PowerPoint, Excel, Word  

Ability to learn and navigate internal systems 

Good verbal and written skills 

Successful and stable work history 

Detail oriented, planning, and organizational skills. Able to manage multiple priorities. 

Must be willing and able to travel of up to 15%-20% as directed 

Bilingual English/Spanish preferred 

Bachelor’s degree or equivalent work experience 

4+ years of hands-on administrative support experience in a fast paced, sales-oriented environment 

Preferred experience with captive and independent agents’ training, onboarding, and issue resolution 

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