Program Coordinator for sales development at AmeriLife, coordinating day-to-day sales programs and ensuring compliance. Supporting internal partnerships and managing logistics for programs.
Responsibilities
Support program strategies that support business objectives, distribution partnerships and sales growth as directed by leadership.
Schedule and maintain calendar of program events.
Coordinate program logistics including but not limited to; booking venues, reviewing contracts, printing materials, communication to attendees, training calendars, enrollment records, attendance tracking, facilitator guides, digital resources, post-training documentation.
Serve as primary point of contact for learners, trainers, and sales leaders regarding program requirements and logistics.
Create communications and communications plans to promote and market programs to internal Wholesalers while garnering feedback for opportunities for continuous improvement.
Maintain program feedback and effectiveness data to generate reports and insights to share with leadership.
Build and enhance presentations and training materials.
Ensure all programs adhere to regulatory requirements and company policies.
Maintain accurate and thorough documentation for audits and compliance reviews.
Additional duties as assigned by leadership.
Requirements
Bachelor’s degree in a relevant field
Minimum of two (2) to three (3) years of experience in a related role, ideally in the Financial Services/Insurance Industries
General knowledge of the financial services and insurance industry
Proficiency in Microsoft Office Suite and project management tools; including experience with CRM systems
Acute, thorough attention to detail
Strong time management, prioritization and organization skillsets
Ability to multi-task and work on projects with general direction
Work in a team-driven environment
Strong verbal and written communication skills
Understanding of sales concepts, pipelines and CRM systems
Knowledge of training logistics, scheduling, attendance management, and documentation standards
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