Sales Operations Consultant
Job details
Overview: We are seeking a high energy, collaborative Sales Operations Consultant within the Employee Benefits Solutions segment. This role will work in collaboration with sales leadership, sales directors, and account executives to facilitate and drive sales strategy, go to market plans, and lead generation in the life and supplemental health insurance markets. As a Sales Operations Consultant, you will be responsible for supporting go to market plans, driving effective account planning strategies within territory, and maintaining operational best practices that lead to sales success and growth. You will also support sales training and content management to help drive consistency across teams and relationships. Responsibilities include but not limited to:
- Support RFP opportunities and serve as subject matter expert to review and respond to complex questions and opportunities.
- Coordinate across multiple teams and roles to support opportunities within the pipeline for your region.
- Track outcomes and assess effectiveness of sales strategies within your territory.
- Work directly with high profile strategic partners and vendors executing proactive outreach and responding to client needs and escalations.
- Present to channel partners and clients and participate in prospecting and promotional events via onsite and virtual attendance.
- Partner with market leadership to support development and distribution of marketing materials, training, and reference materials related to products, sales concepts, and planning strategies.
- Manage accurate and efficient distribution of sales reports and other intelligence essential to the sales organization.
- Maintain accountability for the development and documentation of sales best practices and materials that support sales execution.
- Support the enablement of Salesforce and other technologies that enable sales and underwriting teams.
- Analyze data across sources to derive product and process insights and market trends.
- Identify and share opportunities for growth within territory across products and market segments.
- Nurture existing strategic and client relationships and work to build new ones.
- 3+ years previous experience in group benefits role that aligns with responsibilities for this position.
- Knowledge of sales concepts and planning strategies.
- Successful track record of supporting client and channel partner relationships.
- Excellent written, verbal and presentation skills.
- Comfortable providing internal and external training.
- Strong organization, time management and planning skills to manage multiple priorities, meet established deadlines, work under pressure, and manage diverse requests.
- Ability to handle cyclical work volumes with pleasant and professional demeanor.
- Comfortable analyzing data across sources and sharing insights.
- Robust relationship building skills to effectively collaborate and drive results.
- Ability to obtain life/health insurance license within 6 months in role.
- Bachelor's degree or equivalent experience.
- Familiarity with sales enablement processes and technology.
- Ability to utilize the keyboard, computer, and/or mouse for up to 8 hours per day.
- Ability to work at least 40 hours per week.
- Ability to utilize the phone and/or virtual meeting platform for up to 8 hours per day.
- Ability to meet the physical demands of traveling - approximately 10% of the time; this includes the ability to operate a motor vehicle as well as an ability to utilize air travel.
- We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
- Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
- Mental Wellness and Disability
- Pride at Securian Financial
- Securian Young Professionals Network
- Securian Multicultural Network
- Securian Women and Allies Network
- Servicemember Associate Resource Group
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