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Territory Management and Scheduling Coordinator (Fully Remote)

Req Id:  3432

Work Location:

Charlotte, NC (hybrid), or Fully Remote. To protect the health and safety of our employees, our offices are closed. When our offices reopen, the organization will be moving to a hybrid work model.


Our Commitment to Diversity, Equity, and Inclusion:

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.


How This Role Contributes to Brighthouse Financial:

This position is responsible for providing territory management and appointment scheduling support to the distribution organization in an effort to increase wholesaler productivity. 


Key Responsibilities:

  • Help move Financial Professionals through the buying continuum by scheduling face-to-face and/or virtual meetings on behalf of Brighthouse Financial External Wholesalers
  • Prepare and edit written and verbal correspondence to Financial Professionals
  • Make strategic recommendations to External Wholesalers for prospecting, using the Stop, Drop & Grow campaign to help drive interest in Brighthouse Financial
  • Analyze External Wholesaler’s territories using mapping software, data and analytics to provide recommendations in order to maximize territory efficiency and increase productivity
    • Analyzing monthly Divisional Sales Manager reports to support retention and conversion of financial professionals
  • Increase participant attendance to Brighthouse sponsored events using a prescribed process in partnership with Internal Wholesalers
    • Provide meeting follow-up support with EmailMerge Pro and outbound phone calls
  • Complete assigned tasks from the Marketing Team and Conference/Strategic Relationship Teams
  • Use CRM system to pull targeted advisor lists, log activities and record information on Financial Professionals to provide valuable intel related to External Wholesalers
  • Perform other duties as assigned
  • Must be able to work between the hours of 9:00am – 6:00pm (M-F)


Essential Business Experience and Technical Skills:

  • Successful candidates will have at least 2 years of professional work experience
  • Basic knowledge of Microsoft Office: Excel, Word and Outlook
    • Must be able to filter and sort in Excel
  • Effective verbal and written communication, interpersonal, organizational and time management skills
  • Basic knowledge of business procedures, products and services/systems
  • Previous customer service/relations experience
  • Ability to work in collaborative team environment


Compensation and Benefits:

  • Compensation: Base salary of $42k plus competitive performance-based incentives determined by company and individual results
  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability





Number of Openings:




Nearest Major Market: Charlotte

Job Segment: Equity, Scheduler, Marketing Manager, CRM, Finance, Administrative, Marketing, Technology