Consultant Lead Management
Company: Empower
Location: Lubbock
Posted on: October 23, 2024
Job Description:
Grow your career with a growing organizationWhether they're
helping people reach their long-term financial goals or providing
personal wealth management strategies, every associate contributes
to changing the lives of those we serve for the better. When it
comes to job satisfaction, that's hard to beat. And from a personal
satisfaction perspective, you'll enjoy the freedom to support
causes that matter to you and experience a truly inclusive work
environment. Your future starts now.The Empower Personal Wealth
(EPW) Lead Coordinator is a highly detailed individual responsible
for working with EPW leadership in executing our current and future
lead lifecycle processes which includes: curating, assigning,
reassigning, and reporting of leads for each team. The Lead
Management Coordinator will help both EPW and EWS teams with
efficiently managing the day-to-day lead lifecycle that drive
assets growth and retention.Key responsibilities include becoming a
trusted SME to our Marketing /Product partners on campaign logic,
working closely with business leadership to execute the team
specific lead lifecycle processes, maintaining current
documentation of all existing processes, developing procedures for
change requests, and new lead projects while also working with our
technology teams to automate our processes.What You Will Do
- Proficient or willing to learn the many different lead types
within EPW and EWS
- Familiar with Salesforce Dataloader and/or comfortable with
learning new technologies
- As issues arise, can independently problem solve to determine
the issue and quickly resolve or appropriately escalate
- Manage and execute the daily and weekly assignments both timely
and accurately
- Utilize tools, such as Excel, to accurately maintain a roster
of producing representatives on each team that are eligible to be
assigned leads
- Creates and/or modifies effective reporting with details of
leads assigned
- Proactively provides lifecycle reporting to Marketing/Product,
Advisory, and business leadership
- Acts as liaison between the Advisory team, stakeholders, and
systems development, product development, marketing, and training
organizations where necessary
- Supports sales and business teams in building businesses
casesWhat You Will Bring
- Bachelor's Degree in Business, Economics, or applicable
business experience
- 1-3 years financial or sales analysis experience in either
sales operations or finance, preferred
- 1-3 years SFA and CRM administration or business systems
analyst experience, preferred
- 1-3 years with Salesforce.com, Salesforce Dataloader,
SalesForce.com/SalesForce.com, preferred
- 1-3 years of SQL coding experience or comfortable in learning
this skill
- FINRA Fingerprinting Required
- Understanding of data warehouse, business intelligence/data
tools and technologies, preferred
- Advanced knowledge of Microsoft Excel and Access
- Demonstrated ability to drive process improvements,
problem-solve, and produce results
- Strong quantitative analytical aptitude with strong attention
to detail and accuracy
- Excellent communication and presentation skills Initiated
self-starter, that can work independently and will follow through
when working with colleagues
- Ability to collaborate and work in cross-functional teams;
especially with Sales, IT, and Finance
- Ability to prioritize and manage multiple
projects#pjpw***Applicants must be authorized to work for any
employer in the U.S. We are unable to sponsor or take over
sponsorship of an employment visa at this time, including
CPT/OPT.***What we offer youWe offer an array of diverse and
inclusive benefits regardless of where you are in your career. We
believe that providing our employees with the means to lead healthy
balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching
contributions (up to 6%), financial advisory services, potential
company discretionary contribution, and a broad investment
lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear
jeans
- Generous paid time off upon hire - including a paid time off
program plus ten paid company holidays and three floating holidays
each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid
short- and long-term disability, and Family and Medical Leave
(FMLA)
- Business Resource Groups (BRGs) - internal networks that rally
around common interest, experiences and identities such as race,
ethnicity, gender, ability, military status and sexual orientation.
BRGs play a vital role in educating and engaging our people and
advancing our business priorities.Base Salary Range$63,100.00 -
$89,125.00The salary range above shows the typical minimum to
maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus
program. Sales positions are eligible for sales incentives, and in
some instances a bonus plan, whereby total compensation may far
exceed base salary depending on individual performance. Actual
compensation offered may vary from posted hiring range based upon
geographic location, work experience, education, licensure
requirements and/or skill level and will be finalized at the time
of offer.Equal opportunity employer --- -Drug-free workplaceWe are
an equal opportunity employer with a commitment to diversity. -All
individuals, regardless of personal characteristics, are encouraged
to apply. -All qualified applicants will receive consideration for
employment without regard to age (40 and over), race, color,
national origin, ancestry, sex, sexual orientation, gender, gender
identity, gender expression, marital status, pregnancy, religion,
physical or mental disability, military or veteran status, genetic
information, or any other status protected by applicable state or
local law. -***For remote and hybrid positions you will be required
to provide reliable high-speed internet with a wired connection as
well as a place in your home to work with limited disruption. You
must have reliable connectivity from an internet service provider
that is fiber, cable or DSL internet. Other necessary computer
equipment, will be provided. You may be required to work in the
office if you do not have an adequate home work environment and the
required internet connection.***Job Posting End Date at 12:01 am
on:10-26-2024Want the latest money news and views shaping how we
live, work and play? Sign up for Empower's and check out .Workplace
Flexibility: Remote - Nationwide
Keywords: Empower, Lubbock , Consultant Lead Management, Executive , Lubbock, Texas
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