Sales Operations Coordinator

Sales Operations Coordinator

About Family Security Plan
Protecting families. Strengthening communities.

The Family Security Plan was founded on a simple idea: every working family deserves access to affordable financial protection. Guided by the credit union philosophy of People Helping People, we work alongside our credit union partners to provide trusted insurance solutions that help families protect their loved ones and plan for the future. Our commitment to Trust, Teamwork, and Transparency is at the heart of everything we do.

Why You'll Love This Role
Do you like being the person who keeps everything running smoothly? As our Sales Operations Coordinator, you'll be at the center of our sales team. You'll keep field agents on schedule, connect departments across the company, and help build lasting relationships with our credit union partners. Everything you do helps us reach more families with the protection they deserve. This role is a great fit for an organized, people-focused problem solver who wants their work to make a visible difference every day. There's even some occasional travel to meet partners in person.

What You'll Do

Keep the team moving

• Build and manage schedules for our Vice President and sales teams so field agents get to worksite locations prepared and on time.
• Share schedules with agents and credit union contacts, and keep everyone updated as plans change.
• Track daily attendance and let credit union managers know about any delays or planned PTO.
• Work with our MD Field Manager to plan branch visits.

Be the connector

• Act as the go-to liaison between Quality Assurance, Compliance, Business Development, and Field Sales Management, helping teams work together and communicate clearly.
• Partner with IT, Marketing, and Business Intelligence to keep our reporting accurate and our operations efficient.

Keep our data sharp

• Maintain our CRM system so activities and schedules are always current.

Own projects and events

• Lead special projects from start to finish, making sure they're done accurately and on time.
• Manage supplies and promotional items and make sure credit union branches get what they need.
• Help plan and run Member Appreciation events and join branch huddles to build strong relationships with our partners.

Make things better

• Look for smarter ways to work, then research and roll out new ideas.
• Build strong, trusted relationships with credit union partners and internal teams to help us reach our goals.

What You Bring

• Strong communication skills, both written and verbal
• Sharp critical thinking and problem-solving skills
• Excellent organization and attention to detail