Hybrid Sales Development Program Coordinator

at AmeriLife

• Job title: Sales Development Program Coordinator
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, St Louis Park, United States

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