Territory Executive Assistant, CL

Colonial Life
Job Description
General Summary
The Territory Executive Assistant provides direct administrative support for the Territory Sales Manager. This person will also serve as a point of contact for the Territory, Regional and Home Office inquiries. This role requires good judgment and the ability to work independently. Also requires excellent communication and organizational skills along with experience to plan and accomplish goals. This role also involves critical and creative thinking, which will enable the completion of all goals. 
 
Principal Duties and Responsibilities
  • Create and manage calendar and office schedule.
  • Organize and manage meetings and events. Create, communicate and publicize schedules and logistics.
  • Schedule and participate in conference calls.
  • Compose memos,  letters, and emails.
  • Create powerpoint presentations.
  • Serve as a resource expert for various sales and sales management systems such as AIMs, SMRT, Propr, and others that may be introduced from time to time.
  • Assist the TSM with the preparation of weekly sales, activities, and recruiting information.
  • Prepare and distribute information for TSM/District Manager management system review sessions. Collect and report activity and results from Sales Managers.
  • Prepare and submit office/travel expenses for reimbursement.
  • Schedule and manage all appropriate travel arrangements for TSM.
  • Prepare a Territory Newsletter.
  • Assist with Internet sourcing to support recruiting activities.
  • Assist with Sales leads distribution
  • Order supplies and monitor/report budget variances.
  • Serve as a liaison between the Territory, Regional and Home Office departments to promote the smooth and efficient conduct of business.
  • Create/prepare proposals for TSM and District managers as needed.
  • Ensure security, integrity, and confidentiality of data and marketing materials stored in the office
  • Sensitivity to confidential matters is required.
  • May perform other duties as assigned.
 
Job Specifications
  • Bilingual (English/Spanish) – highly desired
  • Prefer Associates Degree or higher with three or more years of experience as an Administrative Assistant. 
  • Strong organization skills, ability to manage/maintain multiple projects/events
  • Flexible-working patterns, the ability to adapt to change
  • Good oral and written communication skills, and the ability to problem-solve
  • Strong customer service orientation
  • Must possess keen knowledge and be a proficient user of Microsoft Office (i.e. Word, Publisher, PowerPoint, Excel, and Outlook).
  • Must possess the capability to learn various proprietary software including AIMS, SMRT, Propr, and other systems. Will serve as a resource expert to an assigned sales organization.
Some travel may be required. 
Contact Information