Distribution Sales Enablement Leader (CRM & AI)

Guardian Life Insurance; United States; Remote; USD 141,000 - 232,000; Full time

Job summary

Guardian Life Insurance is seeking a seasoned Head of Distribution Sales Enablement to transform enterprise data and market insights into growth strategies across Proprietary and Third-Party channels. You will lead CRM capabilities, sales intelligence, and AI-enabled tools, guiding producers and leaders on prioritization and engagement.

You will also develop dashboards and KPIs, translate complex findings into actionable guidance, and drive data-driven decisions across distribution units.

Qualifications

• 10+ years of progressive experience in sales enablement, distribution strategy, CRM, sales analytics, or related discipline with leadership responsibility.
• Experience building, implementing or expanding CRM capabilities within a sales/distribution org; Salesforce preferred.
• Experience leading teams responsible for sales analytics, performance management, reporting, or sales planning.
• Advanced experience using Power BI and Excel to create dashboards, automate reporting, and translate data into insights.
• Working knowledge of AI-enabled sales capabilities, including use of digital assistants or bots within CRM/workflows.
• Proven ability to translate complex enterprise, customer, producer, market and competitive information into focused sales strategies.
• Strong executive communication, presentation, stakeholder management and change leadership skills.
• Preferred: experience in financial services, insurance, wealth management, or distribution-intensive industries.
• Preferred: experience in insurance lines like annuities, life, executive benefits and disability.

Responsibilities

• Translate data, market insights and customer intelligence into actionable sales strategies for PO and 3P channels.
• Define sales planning disciplines, goals, formulas, and performance measurement frameworks.
• Identify growth, cross-sell, and relationship-expansion opportunities across business lines.
• Lead CRM buildout, implementation, and integration with distribution, aligning with sales, product and business workflows.
• Define business requirements and partner with tech/data teams for scalable CRM solutions and data connections.
• Advance AI-enabled capabilities within Salesforce and related sales tools to boost seller productivity.
• Drive adoption through governance and change leadership so tools are embedded in sales routines.
• Convert centralized data into KPIs, dashboards, scorecards, and sales insights.
• Develop layered dashboards using Power BI and Excel with automation/macros where appropriate.
• Provide internal intelligence on performance, pipeline, and market trends, plus external competitive intelligence.
• Translate findings into clear recommendations for sales managers and distribution leaders.
• Develop producer identification, segmentation, and targeting strategies for PO and 3P channels.
• Determine which producers and opportunities to pursue and articulate engagement rationale.
• Create tools and insights to support internal prioritization and external engagement.

Skills

Sales enablement

CRM & Salesforce

Power BI

Excel

AI-enabled selling

Executive communication

Leadership

Strategic planning

Tools

Salesforce

Power BI

Excel

Job description

Guardian Life Insurance is seeking a seasoned Head of Distribution Sales Enablement to transform enterprise data and market insights into growth strategies across Proprietary and Third-Party channels. You will lead CRM capabilities, sales intelligence, and AI-enabled tools, guiding producers and leaders on prioritization and engagement.

You will also develop dashboards and KPIs, translate complex findings into actionable guidance, and drive data-driven decisions across distribution units.