Insurance Distribution Enablement Specialist

wellington; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Wellington Management in Boston seeks an Internal Wholesaler - Sub-Advised Insurance Distribution to support its insurance-channel distribution strategy. You will collaborate with External Wholesalers, Business Development Managers and Relationship Managers to coordinate initiatives and engage insurance partners.

The role focuses on content coordination, presentations, training, CRM data integrity, and enabling field activities.

Qualifications

• Experience coordinating distribution initiatives across internal and external stakeholders.
• Knowledge of the insurance distribution market and Wellington's investment capabilities.
• Strong organizational and communication skills to support cross-functional teams.

Responsibilities

• Partner with External Wholesalers and Relationship Managers to execute insurance-channel distribution strategy.
• Coordinate content, presentations, market updates, and training sessions for distribution organizations.
• Manage and organize marketing materials and client-facing resources.
• Coordinate follow-up activities from meetings, campaigns, and events.
• Support positioning of Wellington strategies within insurance-based investment vehicles and platforms.
• Maintain CRM data, pipeline tracking, and distribution metrics.

Skills

Relationship building

Channel partnerships

Insurance distribution

Market knowledge

Training coordination

CRM data management

Educational content support

Tools

CRM software

Job description

Wellington Management in Boston seeks an Internal Wholesaler - Sub-Advised Insurance Distribution to support its insurance-channel distribution strategy. You will collaborate with External Wholesalers, Business Development Managers and Relationship Managers to coordinate initiatives and engage insurance partners.

The role focuses on content coordination, presentations, training, CRM data integrity, and enabling field activities.