We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership.
Requirements
- 10+ years of experience in sales enablement, sales analytics, business intelligence, and distribution strategy within life insurance, annuities, or financial services
- Proven leadership experience managing multi-functional teams across analytics, enablement, and intelligence functions
- Strong background in sales operations, reporting, forecasting, and performance management
- Demonstrated ability to translate data into actionable business insights and strategies
- Experience supporting national distribution teams, wholesalers, or institutional sales channels
- Excellent leadership, organizational, problem-solving, and decision-making skills
- Exceptional written, verbal, and presentation communication skills
- Ability to adapt to a fast-paced, dynamic environment and manage competing priorities
- Ability to travel for business as needed
- Technical Skills Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Advanced analytics and reporting capabilities, including dashboarding and KPI development
- Experience with CRM systems, sales performance tools, and business intelligence platforms (e.g., Salesforce, Tableau, Power BI)
- Ability to synthesize large, complex datasets into executive-level insights
- Familiarity with marketing attribution and sales enablement tools preferred
Benefits
- Comprehensive medical, dental, and vision coverage
- HSA and 401(k) company match
- Paid time off
- Employer-paid life and disability insurance
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