As a Member Engagement Manager for Finseca, you will support our organization’s overall membership and revenue growth objectives by providing sales support to the director and VP of membership, ensuring exceptional customer service to members, and providing data management and reporting. You will proactively work with individuals and organizations within the industry, share our value proposition, and engage them in our programs. One of our top strategic priorities is to exponentially grow our membership and we’re already achieving significant success. This role is ideal for goal-oriented and self-motivated individuals who are looking to develop valuable experience within a fast-paced environment.
As the voice of the financial security profession, Finseca’s sole focus is on creating an environment that enables people to protect and enhance financial well-being — for themselves, their families, and their businesses. Simply put, financial security for all.
With more than 6,000 members, we represent and serve the entire financial security profession, regardless of role, marketplace, or experience. Our members provide life insurance and retirement planning solutions that protect the dreams and promote the prosperity of the American people.
Identify, contact, and recruit prospective members using both inbound leads and prospecting strategies.
Establish relationships in nontraditional markets for purposes of recruiting new members.
Schedule quality calls with key members, carriers, and producer group contacts through consistent outreach.
Research potential clients and identify key information to prepare the Vice President of Membership and other association executives for sales appointments.
Coordinate meeting logistics and prepare meeting prep materials.
Assist the Vice President and Director of Membership and other association executives throughout the evaluation process to ensure prospective members receive the highest quality service and have an optimal experience.
Assist in member retention.
Provide insight into the views of prospects and new members for purposes of product and service development, analysis, and planning.
Meet or exceed monthly, quarterly, and annual revenue targets.
A./B.S. preferred and at least 2-3-years of professional experience, including internship roles.
Excellent verbal and written communication skills.
Strong member service ethic.
Excellent organizational, planning, and project management skills.
Ability to multitask and manage under pressure and tight timelines to achieve positive outcomes.
Results-driven. You see the big picture, monitor your key growth performance metrics, and take the action necessary to produce results. You work with a sense of urgency. You don’t wait for things to happen; you initiate action and get it done.
Collaborative. You produce effective and efficient results by building internal relationships and implementing best practices.
Curious. You are naturally curious and love to learn. You are open to new ideas and are willing to change. You know what questions to ask and when.
Service-oriented. You take the time to learn what’s valuable and important to others. You are member-focused and committed to providing the highest level of service while remaining aligned with the mission of the organization.
Problem-solver. You are comfortable with the inevitable changes that are brought about as a result of rapid growth and development. You smoothly manage through ambiguity and can shape answers to questions when no template exists.
Self-assured. You communicate and coordinate effectively at every level. You instill trust and confidence with internal staff and external entities. You are not easily discouraged.
What’s Attractive to the Right Candidate?
There is significant potential for growth. With a large number of potential members, you can make a big impact here.
You will enjoy working with a highly capable leadership team and colleagues who are devoted to Finseca’s success. We are a collaborative team with a focus on culture; this is a special place to work.
We offer competitive compensation/commission and generous benefits that include three weeks of vacation plus sick and personal leave; medical, life, and travel insurance; 401(k) savings plan; profit-sharing plan; short- and long-term disability; employee assistance; health club/professional development memberships; and flexible work hours.
Simply email your resume to Aileen Hedden at [email protected] with “Finseca - Member Engagment Manager #2020-2583 ASAE” as the subject of the email. Please include your resume as a Word or PDF attachment to the email and paste your cover letter in the body of your email.
Please note: Our practice is not to disclose the salary ranges our clients would consider. Any salary information included in this posting was estimated without our input.
Internally this position is called Membership Success Manager
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