The 1891 Financial Life' Sales and Member Engagement Coordinator will create, develop and promote current and new events or programs to further the growth of the organization. Works closely with our internal sales team, current membership and independent life insurance agents, educating them on 1891 Financial Life member benefits that add value. Supports marketing efforts to communicate the value of membership, assists in promoting products and services, encouraging member engagement, and to aid in public affairs efforts. Coordinates support services for 1891 Financial Life current Court/Impact Team events.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Engage and enroll in the mission, vision of organization, and have a deep knowledge of agent and member benefits of the organization.
- Create, organize, develop and support outreach events and membership drives.
- Nurture existing Impact Team relationships with our Sales team, our Independent Agents workforce
- Develop relationships with Catholic schools, parishes and religious organizations to increase awareness and promote membership.
- Assist with the production video content by taking photos at agent and membership events.
- Collaborate with the Social Media Coordinator to promote Impact Team events.
- Produce and gather content for monthly member magazine and newsletter.
- Maintain Salesforce (CRM) by tracking all calls from our agents, impact team officers and members.
- Quarterly provide CEO and Sales team with success stories and provide board report.
- Meet KPI’s established and provide a summary of weekly activities to manager.
- Travel to top 15 Impacts.
- Educate and train new Impact Team board members and independent agents on the benefits of 1891 Financial Life membership.
- Annually complete audits with accounting department.
- Responsible for Member Assembly Program every 4 years.
Education and/or Experience:
- Strong marketing, fundraising and event development background.
- Bachelor’s degree or equivalent professional experience in special events management, event planning, communications, public relations, marketing or other related fields.
- Complete understanding of basic life insurance products and annuities.
- Community service relationship development experience.
- Strong verbal and written communications skills.
- Ability to travel weekdays and weekends when necessary.
- Bilingual (Spanish, Polish, Hmong, Czechoslovakian) is a plus but not required.
Ideal Candidate Attributes:
- Outgoing and passionate about networking and building relationships.
- Strong Christian values, as this role will work closely with the Catholic community.
- Proficient in Microsoft Office Suite, Adobe Acrobat and social media.
- Ability to read, analyze and member reports, contracts, certificates and legal documents and respond to inquiries or complaints from customers or members of the business community.
- Ability to communicate and articulate clearly at events or in a public forum.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
PHYSICAL DEMANDS & WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- 60% of this role will require travel.
- While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
- Employees may occasionally be required to lift and/or move up to 10 lbs.
- When not traveling, this role will be performing duties in a typical office environment.
- The noise level in the work environment is usually moderate.
