Sales Operations Coordinator

Sales Operations Coordinator, Maryland About The Family Security Plan Protecting families. Strengthening communities. The Family Security Plan was founded on a simple idea: every working family deserves affordable financial protection. Guided by the credit union philosophy of People Helping People, we work alongside our credit union partners to bring trusted insurance solutions to the families they serve.

Trust, teamwork, and transparency drive everything we do. Why You'll Love This Role Are you the person who gets things booked, keeps everything on track and never lets anything slip? We're looking for a driven, energetic Sales Operations Coordinator to own scheduling for our Maryland team. You'll be on the phone and in the inbox every day.

You'll contact HR teams and partner organizations on behalf of the credit unions we work with and set up high-quality visits that help them grow their membership. You'll start by focusing on one of our largest Maryland credit union partners. If you're self-motivated, community-minded and love checking things off a list, this role is for you.

What You'll Do

Own the schedule (this is the core of the role) Make 40+ outbound calls a day, plus email outreach, to HR departments and partner organizations to book worksite visits for our credit union partners. Build and manage schedules so field agents arrive at every visit prepared and on time. Prioritize quality visits that bring real value to our partners and their members.

Do research on prospective organizations and make smart judgment calls about where to focus. Keep agents and credit union contacts updated as plans change. Keep the office running Handle administrative and executive-assistant-style support that keeps the team organized. Manage supplies and promotional items so branches have what they need.

Be the connector Work with our MD Field Manager to plan branch visits. Communicate with Quality Assurance, Compliance, Business Development and Field Sales Management. Help with Member Appreciation events and branch huddles to strengthen partner relationships. What You Bring Energy and drive. You're motivated, proactive and comfortable working through a full call list.

Reliability and honesty. People can count on you to follow through and be straightforward. Strong organization. You manage your time well, pay close attention to details and juggle priorities without dropping anything. Professional communication. You come across as polished and confident on the phone and over email. Independence.

You manage your own day and don't need someone checking in. A community mindset. You care about Maryland and the families our partners serve.

Nice to Have

Outbound calling or appointment-setting experience CRM experience or training Ready to make an impact? Apply today. We'd love to hear from you!