National Sales Coordinator, Affinity Channel

Position Responsibilities

Administrative Duties

• Maintain the Salesforce CRM to ensure data accuracy and integrity.
• Process invoices, manage expense reporting, and support budget tracking.
• Manage the general inbox and phone queue to ensure timely responses.
• Support new hires with onboarding coordination.
• Coordinate promotional items and manage travel logistics for the sales team.

Sales and Marketing Support

• Build and assist with the deployment of sales and marketing content, partnering closely with Marketing to ensure materials are advisor‑ready, compliant, and aligned with national sales priorities.
• Collaborate with Marketing to execute targeted email campaigns and national promotional initiatives.
• Manage the Continuing Education (CE) credit process.
• Track and support promotional campaigns and advisor engagement initiatives.
• Support virtual se...