Sales Operations Specialist

Provides support to National Accounts existing relationships and onboarding new firms. Monitors and maintains selling agreements and works with broker/dealers, IMOs, and fixed agencies to serve as a first point of contact. Coordinates logistics for National Accounts conferences and home office meetings and creates and distributes reports as needed.


60% Provides support to National Accounts conference planning and coordinates logistics for Securian home office meetings.
• Supports National Accounts with conference deliverables for National Sales Conferences (IBD)/Industry Conferences and regional conference planning.
• Coordinates formal invitation process for home office meetings with key firms, key individuals, and advisors.
• Orders and assembles booth, marketing materials, and trinkets.
• Prepares any technology equipment needed for breakouts and/or meetings.
• Coordinates and runs Webex presentations as needed.
• Coordinates all aspects of dine around events such as location selections, transportation logistics, and invitations.
• Effectively coordinates all home office resources needed to meet conference needs.
• Leverages the most efficient and cost effective means possible while ensuring professional and notable presence

30% Serves as centralized resource accountable for ensuring effective and efficient reporting.
• Analyzes informational requests and identifies resources (i.e. Salesforce) to gather necessary information needed to modify, create, and distribute reports, including:
• W&R monthly market share reports (annuities and life).
• Monthly wholesaler activity reports and monthly scorecards for W&R and CFG.
o W&R monthly sales reports (annuities, retirement, and life).
o Various monthly reports for select IBD firms.
o Winter and summer Securian National Sales Conference reporting.
o Ad hoc reporting as required by client.
• Coordinates with other areas as needed for report requests and tracks progress to ensure reports are completed and distributed in a timely manner
• Distributes reports to outside broker dealers.

10% Responsible for the purchasing function for Nation Accounts Managers and wholesalers.

• Performs related activities as directed, and manages personal self-development to prepare for new responsibilities and challenges in a changing environment.

* Strong organization, planning and prioritizing skills needed to effectively balance multiple projects and/or tasks, including coordination with multiple departments and individuals.
* Possesses a general understanding of Law/Compliance requirements to help ensure all materials produced meet compliance guidelines while retaining the integrity of the product and/or promotional message.
* Expertise with various technologies used to support the creation of materials and reports to support alliance relationships (e.g., Excel, ExactTarget, PowerPoint, WebEx, Word, Adobe Professional, Lotus Notes, GetThere, Concur).
* General knowledge of annuity and retirement plan marketing materials and divisional contacts that can support alliance-related needs.
* Effective writing skills to draft a variety of communications.
* Professional and approachable verbal communications to support event coordination and alliance relationship development.
* Ability to deliver a high volume of quality results with a sense of urgency.
* Detail oriented and ability to adapt to changing priorities.
* Confidential items cannot be shared

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

Full time
Salary Range
$35,000.00 - 65,000.00
per Year
Salary range estimated by
Saint Paul, MN 55199, US
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