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    Family Security Plan

    Insurance

    Sales Operations Coordinator

    Baltimore, United StatesOn-SiteFull-time5+ yrs experiencePosted 4d ago
    All Family Security Plan jobs

    Job description

    Sales Operations Coordinator

    Keep our sales team moving and our partners connected.

    At FSP, our work is guided by five core values: Caring, Integrity, Passion, Drive, and Resilience. As our Sales Operations Coordinator, you'll help turn those values into everyday results. You'll be the organized, dependable hub that connects our field agents, internal departments, and the credit union partners we serve.

    A day in this role might include:

    • Building and sharing schedules so field agents are at the right place at the right time
    • Keeping credit union contacts informed about attendance, schedule changes, and time off
    • Connecting teams across Compliance, Quality Assurance, Business Development, IT, Marketing, and more
    • Keeping our CRM accurate and up to date
    • Managing inventory and promotional items for credit union branches
    • Helping plan Member Appreciation events and joining branch huddles
    • Leading special projects and finding smarter ways to work

    You'll thrive here if you:

    • Have 5+ years in sales operations, customer service, or administrative support
    • Are comfortable with CRM systems and confident in Excel
    • Communicate clearly and professionally, and enjoy building relationships
    • Stay calm and organized when priorities shift
    • Can be trusted with confidential information

    Preferred Qualifications

    • Associate's or Bachelor's degree
    • Experience in financial services or supporting a sales team

    Job details are sourced from the employer's original posting.

    Open job posting
    FA

    About the company

    Family Security Plan

    Family Security Plan is a company that provides supplemental insurance products.

    View all Family Security Plan jobs
    Industry
    Insurance
    Open roles
    8

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