What are the responsibilities and job description for the Territory Management and Scheduling Coordinator (Charlotte, NC (Hybrid) or Remote) position at Brighthouse Financial?
Where You’ll Work
Our flexible, hybrid work model offers the option to work remotely or in the office.
How You’ll Contribute
As a Territory Management and Scheduling Coordinator, you’ll be responsible for providing territory management and appointment scheduling support to the distribution (sales) organization and contributing towards an increase in productivity across the team and business. Adaptability, attention to detail, and the ability to communicate with internal and external clients via phone and email will be key to this role. This person will also assist with prospecting, including analysis of intel and data to make informed recommendations for further outreach.
In This Role, You’ll Get To
What You’ll Receive
None
Number Of Openings
1
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.
Our flexible, hybrid work model offers the option to work remotely or in the office.
How You’ll Contribute
As a Territory Management and Scheduling Coordinator, you’ll be responsible for providing territory management and appointment scheduling support to the distribution (sales) organization and contributing towards an increase in productivity across the team and business. Adaptability, attention to detail, and the ability to communicate with internal and external clients via phone and email will be key to this role. This person will also assist with prospecting, including analysis of intel and data to make informed recommendations for further outreach.
In This Role, You’ll Get To
- Help move financial professionals through the buying continuum by scheduling face-to-face and/or virtual meetings on behalf of External Wholesalers.
- Prepare and edit written correspondence and verbal scripts for use with Financial Professionals.
- Make strategic recommendations to External Wholesalers for targeted prospecting.
- Analyze External Wholesaler’s territories using mapping software, data, and analytics.
- Provide recommendations to maximize territory efficiency and increase productivity.
- Analyze monthly Divisional Sales Manager reports to support retention and conversion of financial professionals.
- Utilize Salesforce dashboards regularly to assist with focused outreach.
- Increase participant attendance to company sponsored events using a prescribed process in partnership with Internal Wholesalers.
- Complete all tasks related to meetings, conferences, and marketing campaigns follow-up via outbound phone calls and emails.
- Ability to meet and exceed metrics for outbound calls and emails.
- Use CRM software to pull targeted advisor lists, log activities, and record relevant information on related to Financial Professionals.
- Perform other duties as assigned.
- Successful candidates will have a minimum of two years of relevant professional work experience.
- Solid knowledge of Microsoft Office, particularly with Excel and Outlook.
- Professional presentation and excellent communication skills; understanding of written business communication standards.
- Confident with making outbound phone calls.
- Proven ability to prioritize and adapt to a dynamic work environment.
- Previous CRM/customer service/relations experience.
- Adept at managing and adapting to varied communication styles with resiliency.
- Experience with scheduling software or technology a plus.
- Ability to work in a collaborative team environment, as well as work independently and demonstrate accountability in the role and daily tasks.
- Must be able to work within eastern business hours.
What You’ll Receive
- Compensation – Base salary ranging from $46,000.00 plus competitive performance-based incentives determined by company and individual results.
- Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
- Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
- Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
- Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
- Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
- Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
None
Number Of Openings
1
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.
- Ranked by 2023 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2024.
Salary : $46,000
