Sr Enrollment Program Manager - CTA

The Standard; California (MO); On-site; USD 74,000 - 109,000; Full time

Job summary

The Standard is seeking a Sr Enrollment Program Manager to work in Southern California with a commitment to improving client engagement and retention. The ideal candidate will use their sales expertise and relationship-building skills to facilitate enrollment processes and utilize Salesforce for program management. Competitive salary and rich benefits package offered, making this role a significant opportunity for professionals in the financial services field.

Benefits

Rich benefits package including medical, dental, and vision

Annual incentive bonus plan

Generous paid time off increasing with tenure

Supportive management and career growth opportunities

Paid parental leave and adoption assistance

Employee giving program with double matching donations

Qualifications

• 5 years of responsible work experience in sales financial services required.
• Willingness to obtain California Insurance License within 6 months.
• Ability to travel 50% or more within Southern California.

Responsibilities

• Develop relationships with chapter presidents and district staff.
• Facilitate the enrollment process and educate about opportunities.
• Pursue profitability and growth of sales.

Skills

Customer facing interaction

Sales financial services

Proficient in Salesforce

Presentation skills

Relationship skills

Education

California Insurance License

Tools

Salesforce

Excel

PowerPoint

Job description

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The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams across the nation, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

As a senior program manager, you will work in and out of the field to provide product subject matter expertise and support to our California Teachers Association clients in a hybrid approach of online and in-person interaction within the territory of Southern California.

• Develop and manage effective relationships with chapter presidents, site representatives, and district staff in coordination with the voluntary sales representative to understand their needs and act as liaison between home office and the customers.
• Facilitate the enrollment and re-enrollment process, including conducting and providing education on available enrollment opportunities.
• Identify and pursue opportunities to improve profitability, retention, and growth of sales, taking the opportunity to promote new product offerings and enhanced product features along the way.
• Provides program wide support for sales and enrollment enablement activities such as management of virtual appointment program, program-wide data governance, maintenance Salesforce, dashboards, and huddle boards.
  
  

Skills And Background You’ll Need

• Five (5) years of progressively responsible work experience in sales financial services including customer facing interaction.
• Ability to travel (50% or more) within the assigned territory of Southern California (approx. Los Angeles to the most southern border).
• Current California Insurance License or willingness to obtain within 6-months of hire.
• Availability to work weekends on an as needed basis.
• Proficient in Salesforce, Excel, and PowerPoint.
• Experience presenting products to a large audience, serving as a subject matter expert for all inquiries.
• Experience working with California Teachers Association or related unions is a plus.
  
  

Key Behaviors of a Successful Candidate

• Ability to be self-directed and self-managed in your work, meeting deadlines and expectations of the work with independence.
• Strong relationship skills with a proven ability to listens attentively, shares information in an absorbable way, and meet multiple needs across a group with wide variety.
  
  

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools
  
  

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
  
  

Salary Range:

$74,500.00 - $108,750.00

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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