Sales Development Program Coordinator

AmeriLife•Maple Grove, MN

About The Position

Under supervision of the Sales Development Program Manager, the Program Coordinator is responsible for the day-to-day organization and coordination of the business’s sales development programs. Partners effectively with internal and external partners. Supports the administrative and logistical end-to-end workflow planning involved with each program. Ensure compliance with regulatory standards while delivering measurable business outcomes.

Requirements

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.
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.

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.