Strategic Sales and Distribution Lead
2 days ago
In this exciting role as a Strategic Sales and Distribution Lead, you will play a pivotal part in driving the growth of our Savings and Retirement business. Reporting directly to the Director, Distribution Strategy, Planning and Support, you will be responsible for leading the day-to-day sales and distribution initiatives of our elite advisors and distribution partners.
Main Responsibilities
- Develop and execute comprehensive sales strategies to enhance the overall experience of our elite advisors and distribution partners.
- Work closely with various teams, including Operations, Product, and Digital Experience, to identify opportunities to improve the elite advisor experience.
- Analyze trends with elite advisors and distribution partners to inform data-driven decisions.
About You
- You hold at least 3 years of work experience in the financial services industry, with expertise in administration, client service, or marketing.
- You have advanced proficiency in Microsoft Office programs, including Word, Excel, PowerPoint, and mail merges.
- You possess strong negotiation and networking skills, with the ability to build relationships with third-party partners.
What We Offer
- A competitive salary of approximately $80,000 - $110,000 per year, depending on your level of experience.
- An additional paid volunteer day each year to give back to the community.
- Immediate enrollment in the company's pension program with employer matching.
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