Proposal Coordinator (HYBRID)

Securian Financial

We build secure tomorrows.

At Securian Financial, we’re here for family. And we’re here because of it. We believe your financial picture should support the everyday moments as much as the major milestones.

Since 1880, we’ve been committed to providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most.

https://www.securian.com/

Position Details

Proposal Coordinator (HYBRID)
Job
Full-time
8/14/2023
Twin Cities Metro
St. Paul, MN

Job Duties and Responsibilities:

Field Support

  • Receipt, tracking and assignment of all incoming field requests 
  • Entries and extractions from Client Relationship Management (CRM) system including activities such as: tickets, account/contact updates, entering opportunities, sales activity records, list extractions, etc. 
  • Production of client facing proposals 
  • Document formatting to ensure client facing materials meet brand standards 
  • Production of sales enablement tools (ex. Callahan & Associates Analysis) 
  • Printing and shipping field materials

Project Manage Roundtables & Lunch and Learns

  • Serve as Project Manager for roundtables and lunch and learns hosted by financial institution clients 
  • Duties include hosting and leading planning calls, managing and assigning duties within project plan, working with financial institution to address technology needs, assisting with presentation support, and arranging catering for event

Qualifications (Education, Experience, Certifications & KSA):

  • High School Diploma or GED required
  • Bachelor's degree or equivalent combination of education and experience required. Field of Study: Business Administration or Marketing

Securian Financial has been around for 140 years. We’re committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There’s a reason our employees have voted us as a best place to work year after year! In addition:

  • Generous paid time off. We want you to take time off for whatever matters most to you! 
  • Tuition reimbursement program. We value continuous learning at Securian! 
  • Company-funded pension plan as well as 401K retirement plan – great resources to secure your financial future. 
  • Continuous opportunities for new challenges. 
  • Variety of health plan options as well as dental and vision plans. 
  • Paid maternity/paternity leaves.

« Back