Life Sales & Growth Coordinator

To support Life Company growth by coordinating field training efforts, identifying sales opportunities through CRM and business intelligence resources, and providing administrative and project support across Life & Annuity Field Services and the Internal Sales function. To connect field agents, field leadership, Home Office teams, and internal sales resources by coordinating training, uncovering opportunities, special project support, tracking department and sales growth, and supporting timely follow-up.

Coordinate field training efforts by supporting scheduling, logistics, communications, participation tracking, follow-up, and coordination with field leadership, trainers, and internal partners.

Utilize CRM systems, reporting tools, and other business resources to identify potential Life and Annuity sales opportunities for both 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.

Support the Internal Sales team and field agents by providing relevant opportunity information, reporting, resources, and administrative assistance that helps advance Life and Annuity growth.