Hybrid Sales Development Program Coordinator

Posted last week

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About the role

  • 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
  • Basic data and reporting concepts

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance

Job title

Sales Development Program Coordinator

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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