Sales & Administrative Coordinator

Financial Independence Group, LLC; Cornelius (IN); On-site; USD 42,000 - 56,000; Full time

Job summary

Financial Independence Group, LLC (FIG) in Indiana seeks a Sales Associate to provide critical sales, marketing, and administrative support to the designated Sales Hub. You will collaborate with the SVP and VP of Sales, coordinate recruitment efforts, manage administrative duties, and ensure timely, thoughtful service to agents and partners.

You will handle data entry, calendar management, and reporting, while assisting with marketing initiatives and project coordination.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Comfortability with data entry, systems, and learning new software platforms.

Responsibilities

• Provide sales, marketing, and administrative support to the assigned Sales Hub, ensuring timely, thoughtful, and accurate support.
• Manage calendars, schedules, and administrative organization for the sales hub to keep leaders and consultants operating efficiently.
• Create and update informational spreadsheets and reports (e.g., top agent lists, activity tracking) regularly.
• Assist with overflow work and day-to-day operational needs for the sales hub.
• Serve as a reliable point of contact for agents, including answering inbound calls and responding to questions with care and professionalism.
• Listen to agent concerns, ask follow-up questions, and ensure issues are resolved or routed appropriately.
• Field prequalification requests from agents, transcribe and review data, submit to carrier partners, and communicate feedback clearly and promptly.
• Organize and help develop ideas and vision for marketing programs, promotions, and initiatives.
• Create outlines, timelines, and visual maps to track progress and ensure benchmarks and deadlines are met.
• Support marketing efforts such as outbound calls for special promotions, new product rollouts, rate changes, and follow-ups.
• Assist with creative, relationship-focused initiatives (e.g., agent appreciation efforts, holiday cards, thoughtful touchpoints).
• Learn and effectively use FIG systems, software platforms, and ARC processes to support sales and administrative functions efficiently.
• Identify opportunities to improve organization, workflows, and team effectiveness.
• Assist the assigned sales hub and FIG with other duties and responsibilities as assigned by leadership.

Skills

Highly organized

Detail-oriented

Time-management

Creative thinker

Problem solver

People skills

Verbal and written communication

Independent work

Initiative

Education

Bachelor’s degree or equivalent work experience

Job description

Financial Independence Group, LLC (FIG) in Indiana seeks a Sales Associate to provide critical sales, marketing, and administrative support to the designated Sales Hub. You will collaborate with the SVP and VP of Sales, coordinate recruitment efforts, manage administrative duties, and ensure timely, thoughtful service to agents and partners.

You will handle data entry, calendar management, and reporting, while assisting with marketing initiatives and project coordination.