Sales Support Associate II, Group Benefits

Sales Support Associate II

Are you a highly organized professional who enjoys supporting sales teams and ensuring operational excellence? Guardian is seeking a Sales Support Associate II to provide operational and administrative support for a regional sales team, ensuring the timely execution of sales-related activities, maintenance of critical business records, and delivery of exceptional service to internal and external partners. In this role, you will help drive efficiency and accuracy across sales operations while serving as a key partner to Regional Group Office (RGO) staff.

You Are

A detail-oriented and customer-focused professional who excels in a fast-paced environment. You are comfortable managing multiple priorities, coordinating activities across teams, maintaining accurate records, and communicating with both internal stakeholders and external partners. You enjoy supporting business operations, solving administrative challenges, and leveraging systems and reporting tools to improve efficiency and effectiveness.

You Have

Required Qualifications

• High school diploma or equivalent
• Proven math and analytical skills
• Ability to access, navigate, and utilize internal systems and SharePoint sites
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint
• Strong data entry and record maintenance skills
• Professional communication and customer service abilities
• Ability to work effectively across a matrixed organization

Preferred Qualifications

• Previous experience in an administrative, operational support, sales support, or customer service role
• Experience supporting sales or account management teams
• Familiarity with reporting and data analysis tools
• Experience maintaining records and managing business processes in multiple systems

You Will

• Manage the Regional Group Office (RGO) general mailbox, including requests related to RFPs, intake activities, experience reports, Agent of Record (AOR) changes, and renewals
• Prepare, package, and distribute outgoing mail and shipments as needed
• Print, collate, and assemble materials for meetings, presentations, and business events
• Maintain and update broker information, Sales Representative assignments, CMO assignments, RGO assignments, and other business records to ensure accuracy
• Process broker firm and producer changes related to AOR updates, mergers and acquisitions, split compensation agreements, and block transfers
• Provide administrative and operational support for RGO staff and office activities
• Generate reports and utilize data analytics to support sales activities, operational effectiveness, and performance tracking
• Serve as a point of contact for external partners, including brokers and planholders, ensuring professional and timely communication

Required Skills

• Sales Operations Support
• Data Entry & Record Management
• Microsoft Excel
• SharePoint
• Reporting & Analytics
• Administrative Support
• Customer Service
• Business Process Coordination

Location and Work Arrangement

• The preferred location for this position is the Dallas/Plano, TX area.
• The work arrangement is Hybrid (2 days a week in office). The successful hire will be required to work out of Guardian's Plano Regional Office at least once per week.
• Minimal travel required with this position.

Salary Range:

$37,240.00 - $55,855.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.