Distribution Experience Consultant

EquiTrust Life Insurance Company; Des Moines (IA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental & Vision coverage

401(k) with Company Match

Paid time off

Parental Leave

Hybrid/Remote Work Options

Early Friday Closure

Job summary

EquiTrust Life Insurance Company is seeking a Distribution Experience Consultant to advise financial professionals, marketing organizations, and internal stakeholders on distribution policies, commission structures, and program eligibility. This role partners with Sales, Marketing, Technology, and external partners to implement programs and resolve operational issues.

You'll support governance, testing, documentation, reporting, and training, while maintaining positive relationships and

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant financial services experience.
• Minimum 3 years of financial services, sales support, operations, or related experience if degreed; 5 years if non-degreed.
• Strong organizational, analytical, and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to prioritize workflows, manage multiple tasks, and meet deadlines.
• Proficiency in Microsoft Office applications, including Excel and Mail Merge.

Responsibilities

• Serve as a resource to financial professionals, marketing organizations, financial institutions, and internal stakeholders for inquiries regarding distribution structures, commission management, and program eligibility.
• Assist with review and validation of hierarchy and commission level changes.
• Support monitoring of production activity affecting compensation levels and rewards programs.
• Coordinate resolution of distribution-related operational issues with Sales, Agent Administration, Commissions, New Business, and other departments.
• Work in EquiTrust’s distribution management system to administer sales programs, custom compensation arrangements, and distribution experience functions.
• Maintain operational documentation and assist with testing and validation of system enhancements.
• Build and maintain positive relationships with financial professionals, marketing organizations, financial institutions, and internal business partners.
• Support communication and education efforts related to sales programs, enhancements, and operational updates.
• Assist with preparation and distribution of program materials, communications, and support documentation.
• Assist with preparation, validation, and distribution of recurring and ad hoc reports related to program participation, sales and production tracking, and operational metrics.
• Perform operational tracking, reconciliation, and data validation activities to support program accuracy.
• Support maintenance of program information within the Company’s distribution management platform and related systems.
• Support the Sales and Marketing team and/or other departments on an as-needed basis.
• Willingly take on additional responsibilities to accomplish department and Company objectives.
• Actively participate and contribute to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.

Skills

Organizational skills

Analytical thinking

Problem solving

Communication

Customer service

Multitasking

Time management

Education

Bachelor’s degree or equivalent combination of education and relevant financial services experience

Tools

Excel

Mail Merge

Microsoft Office

Job description

About Us:

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

Position Summary:

The Distribution Experience Consultant serves as a resource to financial professionals, marketing organizations, financial institution partners, Sales leaders, and internal stakeholders regarding distribution policies, hierarchy structures, commission methodologies, custom compensation arrangements, distribution business succession arrangements, and sales program execution and eligibility. This role supports day-to-day distribution governance and operational issue resolution. The Distribution Experience Consultant works collaboratively with Sales, Marketing, Business Administration, Technology, and external distribution partners to support program implementation, operational issue resolution, communication, tracking, and ongoing program administration. This role also assists with program reporting, operational validations, system support activities, and continuous process improvement initiatives related to distribution management and sales programs. This Consultant provides administration necessary to execute sales programs and distribution management activities. The Distribution Experience Consultant carries out their duties and responsibilities in a manner that is consistent with EquiTrust’s Company Values of Integrity, Leadership, Accountability, Teamwork, and Passion.

What You’ll Do:

• Serves as a resource to financial professionals, marketing organizations, financial institutions, and internal stakeholders for inquiries regarding distribution structures, commission management, and program eligibility
• Assists with review and validation of hierarchy and commission level changes
• Supports monitoring of production activity affecting compensation levels and rewards programs
• Coordinates resolution of distribution-related operational issues with Sales, Agent Administration, Commissions, New Business, and other departments
• Works in EquiTrust’s distribution management system to administer of sales programs, custom compensation arrangements, white‑glove service offerings and distribution experience functions
• Maintains operational documentation and assists with testing and validation of system enhancements
• Builds and maintains positive working relationships with financial professionals, marketing organizations, financial institutions, and internal business partners
• Supports communication and education efforts related to sales programs, enhancements, and operational updates
• Assists with preparation and distribution of program materials, communications, and support documentation
• Assists with preparation, validation, and distribution of recurring and ad hoc reports related to program participation, sales and production tracking, and operational metrics
• Performs operational tracking, reconciliation, and data validation activities to support program accuracy
• Supports maintenance of program information within the Company’s distribution management platform and related systems
• Supports the Sales and Marketing team and/or other departments on an as-needed basis.
• Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives.
• Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.

What You’ll Bring:

Education:

• Bachelor’s degree or equivalent combination of education and relevant financial services experience required.

Experience:

• Degreed professionals: Minimum 3 years of financial services, sales support, operations, compensation administration, or related experience required.
• Non-degreed professionals: Minimum 5 years of financial services, sales support, operations, compensation administration, or related experience required.

Knowledge, Skills, and Abilities:

• Strong organizational, analytical, and problem‑solving skills with attention to detail.
• Effective written and verbal communication skills.
• Ability to prioritize workflows, manage multiple tasks, and meet deadlines.
• Strong customer service orientation and interpersonal skills.
• Ability to work effectively with internal departments and external distribution partners.
• Proficiency in Microsoft Office applications, including Excel and Mail Merge.
• Ability to learn and navigate multiple systems, databases, and technology platforms.
• Understanding of independent distribution models, compensation structures, and related calculation methodologies.
• Ability to identify operational issues and coordinate solutions appropriately.
• Ability to adapt to changing priorities and business needs in a fast‑paced environment.
• Ability to use journey mapping to identify process improvements and enhance the distributor experience.

Where You’ll Work:

• West Des Moines, IA
• Expected Travel: Infrequent travel (less than 5% of the time).

Total Rewards:

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.