Sales Development Program Coordinator

AmeriLife Program Coordinator

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

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.

Responsibilities and Essential Job Functions

• 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.

Knowledge, Skills and Abilities

• 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.

Experience and Education

• 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.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.