Head of Distribution Sales Enablement

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the strategy for sales enablement in both Proprietary and Third-Party distribution channels.

• Establish disciplines for sales planning, methodologies for goal-setting, frameworks for performance measurement, and formulas.

• Identify and prioritize opportunities for growth, cross-selling, and relationship expansion.

• Oversee the development, implementation, and integration of CRM capabilities within the Distribution sector.

• Define business requirements and collaborate with technology and enterprise data teams to develop scalable CRM solutions, data connections, and user experiences.

• Enhance AI-enabled capabilities within Salesforce and related sales tools.

• Foster tool adoption through effective enablement, governance, and leadership in change management.

• Transform centralized data into KPIs, dashboards, scorecards, and actionable sales insights.

• Manage layered and interactive dashboards utilizing Power BI and advanced Excel, incorporating automation and macros.

• Provide insights on business performance, client and producer activities, pipeline, opportunity trends, and external market and competitive intelligence.

• Simplify complex findings into actionable recommendations for sales managers, wholesalers, and leaders in Distribution.

• Develop strategies for identifying, segmenting, and targeting producers.

• Ascertain priority producers, firms, and market opportunities while recommending engagement strategies.

• Collaborate with Enterprise Data, Technology, Product, and business-line teams on Distribution solutions.

• Advocate for data quality, consistent definitions, and responsible usage of information.

• Build, nurture, and lead a high-performing sales enablement and intelligence function.

• Create executive presentations, business reviews, white papers, and strategic recommendations.

• Promote a data-driven culture alongside consistent sales practices, tools, and performance measures.

⛳️ Requirements

• 10+ years of progressive experience in sales enablement, distribution strategy, CRM, sales analytics, business intelligence, or a related field, including leadership roles.

• Proven experience in building, implementing, or significantly expanding CRM capabilities within a sales or distribution organization; Salesforce experience is highly preferred.

• Experience in leading teams focused on sales analytics, performance management, reporting, or sales planning.

• Advanced proficiency in Power BI and Excel for creating dashboards, automating reporting, and converting data into actionable insights.

• Familiarity with AI-enabled sales capabilities, including practical applications of AI features, digital assistants, or bots in CRM and sales workflows.

• Demonstrated ability to translate complex enterprise, customer, producer, market, and competitive information into targeted sales strategies and actions.

• Strong skills in executive communication, presentation, stakeholder management, and change leadership.

• Experience in financial services, insurance, wealth management, or similarly regulated and distribution-intensive industries.

• Knowledge of insurance business lines, particularly annuities, life insurance, executive benefits, and disability insurance.

• Experience collaborating with enterprise data and technology teams on data models, integrations, governance, and scalable analytics solutions.

• Understanding of both proprietary and third-party distribution models.

• Must be legally authorized to work in the United States without the need for employer sponsorship or support now or in the future.

🏝️ Benefits

• Opportunities for skill development.

• Leadership development programs.

• Philanthropic engagement opportunities.

• Comprehensive, supportive, flexible, and inclusive benefits and resources.

• Benefits available for full-time eligible employees.