Sr Sales Operations Coordinator - Remote From Any US Location - Remote Eligible

Sr. Sales Operations Coordinator

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is bonus eligible. The Sr. Sales Operations Coordinator will support D2C lead management, partner communication, agent licensing, sales platform administration, and additional project initiatives. This role requires maintaining CRM systems, managing communication with sales partners, onboarding agents, and providing technical support, all while driving process improvements and ensuring operational efficiency.

As a Sr. Sales Operations Coordinator your responsibilities will include:

• Provide administrative support for Washington National and Colonial Penn sales platforms, product expansion, and the adoption of new technologies.
• Manage daily communication with sales partners to ensure seamless operations by addressing any issues or inquiries.
• Manage agent onboarding, maintain licensing updates, and communicate daily with partners.
• Analyze sales data to verify data integrity, identify potential issues or anomalies, conduct root cause analysis, and collaborate on creative solutions.
• Assist in developing and implementing sales processes, tools, and best practices to enhance productivity and effectiveness for internal and external sales teams.
• Monitor partners and internal agent renewal process monthly to ensure no pay delays due to agent license non-renewal.
• Conduct UAT business testing for sales platform rollouts and updates with our IT agile partners.
• Assist in D2C pilot and other projects designed to drive and test sales growth and efficiency.
• Provide backup for monitoring lead distribution flows and provide hourly lead reports.
• Identify bottlenecks in sales processes and recommend improvements to streamline operations and increase productivity.
• Utilize Microsoft 365 tools to design and build workflows that support sales pilots and other critical initiatives. This includes automating tasks, enhancing collaboration, and ensuring efficient execution of sales strategies.

The Sr. Sales Operations Coordinator position is well-suited for you:

• Possess excellent written and verbal communication and presentation skills, capable of developing and delivering a message appropriately for a given audience.
• Experience utilizing C3, Vantage, and BPA to research and analyze customer issues or complaints.
• Strong capability to succinctly summarize complex problems and deliver clear solutions.
• Excellent organization and methods of tracking tasks.
• Advanced Excel & PowerPoint skills.
• Organize and manage time efficiently.
• Pay attention to detail and prioritize tasks.
• Work independently and collaborate effectively.
• Utilize Microsoft 365 tools, including Lists, PowerAutomate, Power BI, and Excel.

What you'll need:

• High-School Diploma, GED in general studies.
• 1-3 years of related sales support experience.

What will set you apart:

• Bachelor's degree or equivalent 8 years of work experience in Business, Finance, Marketing or a related field.
• A life sales license. Microsoft certifications
• At least 5 years of related sales support experience.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan with company match
• short-term & long-term disability insurance
• Paid time-off and corporate holidays,
• paid parental leave.
• company paid life insurance.

CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel varying corporate offices periodically. Work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families, and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we're always looking forward—to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Pay Range: $23.27 - $34.91 Hourly