Strategic Account Coordinator

Job Summary

Supporting the growth and execution of strategic partnerships, the full-time remote Strategic Account Coordinator will manage communication between sales leadership and partners, coordinate business plans, and enhance relationships within the financial services industry.

Key responsibilities

• Support the development and execution of annual business plans for carriers and broker-dealer partners
• Coordinate ongoing communication between TruChoice leadership and partners to identify growth opportunities
• Lead project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments

Required qualifications

• Bachelor's degree in business, marketing, insurance, or a related field preferred
• Minimum 3+ years of experience in financial services, insurance distribution, or business development roles preferred
• Experience working with insurance carriers, broker-dealers, or advisor-facing organizations strongly preferred
• Strong project management and organizational skills
• Ability to build relationships with senior leaders and external partners