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Sales Development Program Coordinator jobs in United States
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AmeriLife · 12 hours ago

Sales Development Program Coordinator

AmeriLife has been a leader in the development, marketing, and distribution of insurance solutions for over 50 years. The Sales Development Program Coordinator will be responsible for the organization and coordination of the sales development programs, ensuring compliance and delivering measurable business outcomes.
FinanceHealthcareProperty & Casualty InsuranceHealth InsuranceMarketingFinancial ServicesHealth CareInsuranceLife Insurance

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

Qualification

Financial services knowledgeMicrosoft Office SuiteCRM systems experienceProject management toolsTraining logistics knowledgeMulti-tasking abilityBasic data conceptsAttention to detailTime managementTeam collaborationVerbal communicationWritten communication

Required

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

Company

AmeriLife

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AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.

Funding

Current Stage
Late Stage
Total Funding
$395M
Key Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M

Leadership Team

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Scott Perry
CEO
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Tim Calvert
Chief Operating Officer
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Company data provided by crunchbase