Investment Program Coordinator

• Manage the FMG Marketing Suite to support member communications, business development efforts, and lead generation activities.
• Conduct outbound outreach to prospective and existing members to introduce Y-12 investment partner services, identify needs, and schedule quality appointments for financial professionals.
• Coordinate and manage Financial Professionals’ calendars, including appointments, meetings, member reviews, and other client interactions.
• Support and strengthen branch partnerships by coordinating referral activities, communication campaigns, contests, appointment follow-up, confirmation processes, and weekly schedule updates.
• Partner with branch leaders and team members to build awareness of investment services and provide training on identifying member needs and generating quality referrals.
• Coordinate referral programs and campaigns, track results, and provide regular updates on referral activity and outcomes.
• Maintain accurate member and referral information within in the CRM system (Synapsis) and prepare reports on member engagement, referral trends, and appointment activity.
• Assist with operational and administrative activities that support the overall success of Y-12 Investment Partners.
• Travel as needed to support branch visits, relationship-building activities, team meetings, and training initiatives.
• Perform other duties and special projects as assigned.
• Maintain regular and predictable attendance to support team collaboration, member service, operational needs, and the successful performance of job responsibilities.

EDUCATION/ EXPERIENCE

• Three years to five years of similar or related experience.
• A two-year college degree, completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in-house training or apprenticeship program.

OTHER

SKILLS AND ABILITIES

• Insurance licensing is preferred or the ability and willingness to obtain required licensing.
• Experience in banking, financial services, insurance, wealth management, or a related field is preferred.
• Strong verbal and written communication skills, with the ability to build rapport and provide exceptional service to members and internal partners.
• Ability to effectively communicate across multiple channels, including phone, email, virtual meetings, and in-person interactions.
• Self-motivated with the ability to independently pursue professional development opportunities, including FINRA and insurance licensing requirements.
• Proficient in Microsoft Office and capable of learning and utilizing CRM systems, broker-dealer platforms, and other business applications.
• Strong organizational, time management, and attention-to-detail skills, with the ability to manage multiple priorities in a fast-paced environment.
• Demonstrates professionalism, discretion, tact, and sound judgment when handling confidential member information and sensitive situations.
• Ability to develop and maintain positive working relationships with members, Financial Professionals, branch partners, and external contacts.
• Ability to work independently while also contributing effectively as part of a collaborate team.
• Demonstrates a commitment to delivering exceptional service and creating positive member experiences consistent with Y-12’s service standards.

PERFORMANCE MEASUREMENTS:

• Demonstrates Y-12 ’ s core values of Communication, Collaboration, Continuous Improvement, Fun, and Integrity in daily interactions and work activities.
• Delivers exceptional member service and contributes to creating positive, “ WOW ” member experiences.
• Meets or exceeds established member service, referral, appointment, and operational performance goals.
• Builds and maintains positive working relationships with members, Financial Professionals,…