Life Sales & Growth Coordinator

Michigan Farm Bureau Family of Companies•Lansing, MI

20d•Hybrid

About The Position

The Life Sales & Growth Coordinator supports Life Company growth by coordinating field training, identifying sales opportunities through CRM and business intelligence resources, and providing administrative and project support across Life & Annuity Field Services and Internal Sales. The role connects field agents, field leadership, Home Office teams, and internal sales resources through training coordination, opportunity identification, special project support, growth tracking, and timely follow-up. The position coordinates field training logistics and communications; uses CRM systems and reporting tools to identify potential Life and Annuity sales opportunities; and organizes, routes, documents, tracks, and follows up on those opportunities. It also supports Internal Sales and field agents with relevant opportunity information, reporting, resources, and administrative assistance.

Requirements

High school diploma or equivalent.
Familiarity with Salesforce.
At least two years of professional office experience or experience in a customer service role.
Experience with Microsoft Outlook, Word, Excel, and PowerPoint.

Nice To Haves

Associate's or bachelor's degree, preferably focused on business administration, management, insurance, math, or finance.
State of Michigan Life licensing.
At least six months of insurance industry experience; Life and Annuity experience preferred.

Responsibilities

Coordinate field training scheduling, logistics, communications, participation tracking, follow-up, and coordination with field leadership, trainers, and internal partners.
Use CRM systems, reporting tools, and other business resources to identify potential Life and Annuity sales opportunities for field agents and the Internal Sales team.
Organize, prioritize, and track identified opportunities, ensuring appropriate follow-up, routing, documentation, and visibility into opportunity status and outcomes.
Provide opportunity information, reporting, resources, and administrative assistance to support the Internal Sales team and field agents.
Support special projects and track department and sales growth.