SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm. Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. SUMMARY Develops, coordinates, and processes key sales documents for the products of the Financial Institution division in order to gain new clients and cross-sell to existing clients in an effective and efficient manner. ESSENTIAL DUTIES Constructs and distributes key sales documents, such as proposals and contracts by utilizing approved templates.
Processes sales documents, such as executed agreements, cancellation notices, etc. through coordination and communication with product owners, corporate departments, and stakeholders. Documents key data in our Customer Relationship Management system to ensure client data quality standards. Monitors the Sales Administration email inbox to include handling and responding to requests in a timely manner and within department service standards.
Performs regular proposal audits with product owners, subject matter experts, and stakeholders to ensure proposal content is accurate and updated with relevant enhancements or program changes. Assists sales team in preparation of sales presentations, as needed. Performs all other duties as assigned.
MINIMUM REQUIREMENTS High School Diploma or GED required. Some college coursework in Marketing, Public Relations, Communications, or related field from an accredited college or four-year university or equivalent work experience required. Minimum of one (1) year administrative support experience in a sales or marketing environment required, preferably in the financial services or insurance industry.
Experience with Salesforce, Upland Qvidian, or other related sales tools preferred. Must have working knowledge of sales strategies, tactics and tools. Must have working knowledge of product positioning, promotions, market research, and recognizing trends and opportunities.
Must have proficient Microsoft Office skills, including Outlook, Word, and Excel. Must have excellent verbal and written communication skills. Must have excellent and effective editor skills, especially in the areas of grammar, punctuations, style, and the like.
Must have solid business acumen and problem-solving skills. Must have strong project management skills. Must have strong analytical and organizational skills to perform multiple work assignments.
Must be able to use basic office equipment, including copy machine, personal computer, and fax. Must be able to type 40 WPM. Must be able to develop strong relationships and work with senior level executives.
Must be able to sit for long periods of time performing sedentary activities. Must be able to stand, stoop, and kneel to perform various job related tasks for long periods of time. Must be able to push, pull, and lift up to 20 lbs. of brochures, pamphlets, or other similar marketing materials.
ADDITIONAL INFORMATION SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies.
SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.
Southwest Business Corporation