Provide support to the sales and distribution teams in relation to activities for which Sales Operations is responsible. Ensure the business areas have accurate data on which to monitor and improve sales performance, meet compliance and governance requirements, execute the liaison between field and internal areas in order to deliver high levels of customer service and ensure effective sales performance.
Job Accountabilities - Key Accountabilities
Develop, improve, produce and distribute management information including the production of ad hoc requests ensuring accuracy at all times.
Support distributor remuneration, implementation of sales initiatives, networks, events and systems.-Support research-analysis around potential business development opportunities.
Carry out tasks, such as the preparation of documentation, to support the implementation of projects to time and quality standards.
Resolve operational customer-distributor (or other partner) management activities (e.g. remuneration, sales initiatives, event management, cross-selling), ensuring an efficient and high-quality service is extended to all internal and external customers.
Assists internal and external customers with questions about the organization's products and-or services.
Review, analyze, report and implement Governance and Compliance requirements.
Job Requirements
Bachelor's degree in Business Administration, Finance, Actuarial or related field.
2+ years in life insurance with background in sales compensation, agency distribution or commission structures.
Experience with agent contracting, bonus programs, or grid-based commissions models.
Agency Compensation Executive