Prepare and send correspondence (letters, memos, emails) on behalf of the broker to clients and associates.
December 21, 2022
Create reference documents to support external sales team in promoting and supporting products.
January 19, 2023
Assist with or take responsibility for the creation of mass marketing materials to generate booth traffic at industry/customer tradeshows and conventions.
February 11, 2023
Generate, organize, analyze, and present department performance data to assist in account forecasting.
February 23, 2023
Support the wellbeing sales team in maintaining the prospect pipeline and reporting to finance on a periodic basis.
March 10, 2023
Set up appointments for Outside Sales Team.
March 28, 2023
Track and measure the ROI (return on investment) of each marketing campaign.
April 03, 2023
Demonstrates knowledge of and supports mission, vision, value statements, relative to the well-being market and specific to Alyfe.
April 07, 2023
Actively participate in all new customer internal and external rollout/onboarding activities and meetings.
April 07, 2023
Provides recommendations for business process improvements to management and the sales team by using researched data and fact-based management to drive decision making.
April 28, 2023
