Sales Support Associate II

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Logo of Guardian Life

Guardian Life

5001 - 10000 employees

Founded 1860

💸 Finance

🧘 Wellness

💰 Non Equity Assistance on 2016-08

Finance • Insurance • Wellness

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• Actively listen to internal and external stakeholders to understand needs and provide appropriate solutions and support. • Apply analytical acumen to identify trends, interpret data, and propose solutions for sales process optimization. • Contribute to and implement business process improvements to enhance efficiency and effectiveness within sales operations. • Provide coaching and guidance to new team members or less experienced associates on sales support procedures and best practices. • Engage in collaborative negotiations with various departments to resolve issues and achieve mutually beneficial outcomes. • Utilize CRM applications proficiently for data entry, tracking, reporting, and managing customer interactions. • Support customer service management initiatives by addressing inquiries, resolving issues, and escalating complex cases as needed. • Perform data analysis to support sales reporting, identify opportunities, and inform strategic decisions. • Execute accurate and timely data entry for sales-related information, ensuring data integrity. • Demonstrate empathy in all interactions, understanding and addressing the concerns of sales professionals and clients. • Assist in feedback management processes, collecting, summarizing, and disseminating feedback to relevant teams. • Maintain individual resilience and adaptability in a fast-paced and dynamic sales environment. • Lead and execute problem resolution efforts for sales-related challenges, ensuring satisfactory outcomes. • Support sales operations management by assisting with pipeline management, forecasting, and performance tracking. • Leverage stakeholder influence to build consensus and drive initiatives that benefit the sales organization.

🎯 Requirements

• Proven experience in a sales support or administrative role, preferably within the insurance or financial services industry. • Strong analytical skills with the ability to interpret complex data and make informed recommendations. • Proficiency in CRM applications (e.g., Salesforce, Microsoft Dynamics). • Demonstrated ability to contribute to and implement process improvements. • Excellent communication and interpersonal skills, with an emphasis on active listening and collaborative negotiation. • Experience with data entry and a keen eye for detail and accuracy. • Ability to provide coaching and mentorship to peers. • Strong problem-resolution skills and a proactive approach to addressing challenges. • High level of individual resilience and adaptability to change. • Customer service-oriented mindset with a strong sense of empathy. • Experience in sales operations management support is a plus. • Ability to influence stakeholders and work effectively in a team environment.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities • Bonuses

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