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Scheduling Coordinator

Employer
Brighthouse Financial
Location
Charlotte, North Carolina
Salary
Not Specified
Closing date
Jul 13, 2019

View more

Category
Sales
Job Type
Not Specified
Career Level
Not Specified

Job Details

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what theyve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.

At Brighthouse Financial, were fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, were better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. Were seeking passionate, high-performing team member to join us. Sound like you? Read on.

How This Role Contributes to Brighthouse Financial:

The Scheduling Coordinator works with external and internal annuity wholesalers on the sales desk to support both third-party distribution and dedicated division. The Distribution Support team can contribute to increasing the sales in an external wholesalers territory by scheduling meetings with financial advisors.

Key Responsibilities:

  • Planning and scheduling meetings (face-to-face and phone appointments)
  • Preparing and editing correspondence with financial advisors/admins via email, mail merge, and daily phone calls
  • Completes and maintains logs in Excel and Salesforce
  • Must be able to work between the hours of 9:00am to 6:00pm (M-F)
  • Performs other related duties as assigned or required

Essential Business Experience and Technical Skills:

  • Successful candidates will have 1 year or more of professional work experience
  • Strong verbal and written communication skills
  • Excellent Customer Service Skills
  • Demonstrated initiative and follow-up
  • Strong PC and data analysis skills Intermediate Knowledge of Excel, Word, and Outlook
  • Knowledge of Salesforce preferred but not required

Travel:

None

Number of Openings:

1

Company

Why Brighthouse Financial

We’re on a mission to help people create a better financial future. Drawing on our history as part of MetLife, Inc., we will help our customers achieve financial security. Our experience has taught us that it’s time for something new: a simple and transparent alternative to an industry that customers often feel is complex, confusing, and costly.

 

Benefits

Brighthouse Savings Plan

Achieve your long-term financial goals by combining your contributions with the company match and annual profit sharing contribution

 

Healthcare Gain

Peace of mind and care for you and your family by participating in our medical/pharmacy, dental and vision plans.

 

Income Protection

Protect your loved ones and prepare for the unexpected with company provided life and disability programs.

 

Work Life Balance

Live a fuller life and take time to recharge with our competitive offering of holidays, paid time off, parental leave, and much more.

 

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