The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Summary of Position:

The Sr. Associate, Sales Enablement Strategist owns two main facets of Wholesaler Experience: Supports CRM business-management and enhancement efforts for Distribution Sales, and collaboration/facilitation of adoption strategies for CRM and other sales technologies utilized by our Distribution sales teams. The goal of this role is to maximize sales-team productivity by coaching through best practices that foster confident adoption of the technology. This position reports to the Sr. Director of Sales Enablement.

Responsibilities

• Owns the development and execution of tech adoption strategies and best practices for Distribution sales teams

• Aligns tech adoption strategies with sales leadership collaboration routines

• Manages wholesaler tech adoption maturity progress in conjunction with sales management

• Stays apprised of sales tech evolutions and future capabilities (i.e. CRM, AI, etc.)

• Owns enablement of core sales systems: M365 Dynamics for Sales (DRM); M365 Copilot; PowerBI

• Owns enablement of ancillary/third party sales tools (e.g. FinPro calculators, MoneyGuide, Ensight Intelliquote, etc.)

• Facilitates UAT (User Acceptance Testing) for new enhancements to sales tech

• Builds Relational Networks with Sales Teams to Maximize Competitive Differentiation

• Executes Technology Adoption Engagement Routines (i.e. holding Office Hours, ad-hoc One-on-One sessions, Team Calls & Conferences, etc.)

• Coordinates Sales Tech Strategies w/Marketing Tech to Facilitate holistic Sales Process

• Coordinates Technology Needs w/Sales Enablement Leadership for Development and Prioritization

Qualifications/Education

• Bachelor’s Degree or Equivalent Experience

• Self-starter; Driven to take Ownership

• Excellent Oral & Written Communication Skills

• Strong Interpersonal Skills & Public Speaking/Presentation Skills

• 5-10 years of experience in sales technology training

• 3-5 years of experience in Financial Services industry preferable (sales/distribution roles a plus)

• 3+ years of experience utilizing CRMs (Dynamics 365 a plus)

• Working Familiarity w/Data Visualization Tools a plus (such as PowerBI, Tableau)

• Functional fluency with AI Tools (Microsoft Copilot a plus)