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Field Support Services Associate

Company: Brighthouse Financial
Location: Charlotte
Posted on: November 11, 2019

Job Description:

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 they---ve 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, we---re--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, we---re 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. We---re seeking passionate, high-performing team member to join us. Sound like you? Read on.----How This Role Contributes to Brighthouse Financial:This position is responsible for managing the Revenue Clinic meeting process and providing support to the distribution organization in an effort to drive wholesaler productivity.--Key Responsibilities:

  • Manage the day to day process for small scale advisor training and educations meetings
  • Field and track all advisor facing training and education event requests and monitor for firm policy compliance and completeness
  • Coordinate all home office aspects of training and education events including scheduling internal speakers and continuing education
  • Work with firm relationship management to obtain necessary approvals for each meeting request
  • Use Salesforce and Marketing Cloud to target event attendees based on geographic location, sales cycle, firm sales, etc.
  • Collaborate with Marketing department to keep the event invitations fresh
  • Partner with other departments develop ROI and activity reports post-event
  • Report all post event details by deadline to firm regulatory system
  • Remain in compliance with company policy during all projects
  • Work closely with the Event Planning team as needed in support large scale events
  • Provide updates to necessary stakeholders regarding project/process status
  • Aid in the implementation of new or revised procedures, processes, and/or initiatives
  • Seek and identify ways to continually refine processes to ensure resource and cost effectiveness
  • Routine maintenance of team SharePoint site documents and lead site cleanup initiatives
  • Assist with other small or ad hoc projects and business initiatives as needed--Essential Business Experience and Technical Skills:
    • 2-3 years of experience in managing projects and process improvement implementation
    • Bachelor---s degree required
    • Ability to work independently and take high level direction to complete assignments
    • Recognized as a team player who routinely shares knowledge and information with others
    • Strong work ethic and ability to exercise sound judgment
    • Highly proficient in Microsoft Excel, PowerPoint and Word. --Familiarity with Salesforce and SharePoint a plus
    • Excellent time management skills and multi-tasking ability
    • Must have exceptional communication and organizational skills --Key Relationships: Direct Reports/Team: Reports to the Manager of Field Support ServicesOther Key Stakeholders: External Wholesalers, Internal Wholesalers, Sales Desk Managers, Compliance, Marketing, CE Vendors--Travel:Less than 5%--Number of Openings:1----

      Company Description:

      Brighthouse Financial is a new company established by MetLife.-- Our mission is to help Americans achieve financial security. We do so with essential life insurance and annuity products designed to help people protect what they---ve earned and ensure it lasts.

Keywords: Brighthouse Financial, Charlotte , Field Support Services Associate, Other , Charlotte, North Carolina

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