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Sales Assistant - Remote

Posted 3 days ago
Sales / Business
Full Time
CA, USA

Overview

The Sales Assistant at Trucordia plays a crucial role in supporting Producers by managing schedules, overseeing Salesforce activities, and communicating with clients to ensure efficient operations.

In Short

  • Manage Producer calendars for appointments and meetings.
  • Oversee Salesforce management and data entry.
  • Communicate with clients for scheduling and follow-ups.
  • Build call lists based on Salesforce data.
  • Manage email and social media campaigns.
  • Aid Producers in supporting production efforts.

Requirements

  • 4-year Degree in Business Management, Sales, Marketing, or related field.
  • Proficiency in Microsoft Suite and Salesforce.
  • Strong analytical and communication skills.

Benefits

  • Medical, Dental, and Vision insurance.
  • Life and AD&D insurance.
  • Flexible PTO.
  • 401K plan.
  • Employee Assistance Program (EAP).
  • 11 Paid Holidays.
Trucordia logo

Trucordia

Trucordia is an innovative insurance brokerage that has emerged from a collection of successful businesses across the United States. With a commitment to delivering exceptional experiences and opportunities, Trucordia has rapidly grown to become one of the fastest-growing companies in the U.S., boasting over 5,000 team members in 200 offices nationwide. The company values a culture of care, collaboration, leadership, results-orientation, and celebration of achievements, ensuring that both individual and collective successes are recognized. Trucordia focuses on building strong relationships with clients, providing tailored insurance solutions, and making a positive impact in the communities it serves.

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