VP, Sales Operations & Enablement

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 150,000 - 230,000; Full time

Job summary

The Jackson National Life Insurance Company is actively seeking a VP of Sales Operations & Enablement to lead the distribution function, optimize wholesaler efficiency, and advance strategic initiatives across the organization. This role collaborates with Sales, Marketing, Product, Finance and Compliance to align goals and deliver actionable insights.

Responsibilities include developing KPI dashboards, overseeing SOP updates, and expanding the Distribution Command Center while ensuring optimal

Qualifications

• Bachelor’s degree or equivalent in finance, business, or related field.
• 10+ years of financial services or insurance industry experience.
• 5+ years of management experience.
• SIE preferred; FINRA Series 6/7 or 24/26 preferred.

Responsibilities

• Build executive KPI dashboards and provide real-time insights to leadership.
• Coordinate cross-functional efforts across Sales, Marketing, Product, Finance, BI and Compliance.
• Develop and implement monitoring systems to ensure health of business processes and SOPs.
• Lead centralized reporting for Sales Desk and forecast staffing needs in Distribution.
• Drive process improvement initiatives and automation to scale wholesaling operations.

Skills

Leadership

Sales operations

Analytics

Strategic planning

Education

Bachelor’s Degree or equivalent experience

Job description

Job Purpose

The VP, Sales Operations & Enablement oversees teams within Distribution that are accountable for increasing wholesaler efficiency, efficacy, and support. The VP ensures the development and advancement of strategic initiatives and operational health across Distribution. This individual works with multiple departments to direct wholesaler support and sales territory management efforts. The VP, Sales Operations & Enablement also ensures Sales Assistants are leveraged consistently across wholesaler pods, sets the strategy for the Distribution Command Center, establishes centralized reporting to support Sales Desk leadership, and leads the Distribution Process Engineering function.

Essential Responsibilities

Builds and maintains executive KPI dashboards to provide leadership with real-time visibility into pipeline health, win/loss rates, and rep performance. Acts as a central operational liaison between Sales, Marketing, Product, Finance, Business Intelligence, and Compliance. Analyzes workforce and sales trends to identify market opportunities, pipeline bottlenecks, and underperforming segments. Directs the development, implementation, and on-going operation of complex monitoring systems to ensure the health and performance of business processes, workflows, skills, and service level adherence within Distribution. Works closely with the external sales team and internal resources to conduct research and analysis to help develop and execute an appropriate business plan to maximize wholesaler interactions. Directs the creation and distribution of reporting metrics to members of Senior Management, Sales, and Operations. Leads a centralized reporting function for Sales Desk monitoring. Oversees a continuous cycle of updates for Standard Operating Procedures (SOPs) to support business processes. Maintains an inventory of all business processes for Distribution. Oversees the strategic direction and expansion of the Distribution Command Center. Develops a Sales Desk forecasting model to ensure appropriate staffing levels. Partners with multiple Distribution departments to support and execute sales initiatives. Oversees the Sales Assistant deployment model within wholesaling channels. Ensures effectiveness of Sales Assistant teams and activities. Oversees the identification of wholesaler best practices and trends and the dissemination of findings to Sales leadership for possible implementation and action. Builds effective relationships with sales teams and management to achieve business objectives. Keeps abreast of new technology solutions and sales enablement tools. Identifies and implements potential solutions for RPA and automation initiatives. Lead the Distribution Process Engineering function and establishes enterprise standards for process improvement. Drives business process transformation initiatives utilizing process mapping, workflow design, and automation. Identifies opportunities to simplify, standardize, and automate sales processes. Implements operating models that improve cycle time, quality, cost efficiency, and associate experience. Develops and governs process performance metrics and continuous improvement roadmaps. Leads cross-functional initiatives to eliminate operational bottlenecks and improve scalability. Other Duties Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

Expert knowledge of the financial services industry. Strong ability to motivate and manage staff, including the ability to delegate. Expert knowledge of Jackson's products, policies, procedures, and systems or ability to obtain this knowledge quickly. Exceptional analytical and problem-solving skills. Strong quantitative analysis skills. Exceptional written and verbal communication and presentation skills with the ability to effectively communicate complex information and influence decision making. Strong organizational and project management skills with the ability to prioritize, oversee multiple tasks, meet deadlines, and work under pressure. Strong research, information gathering, and investigative skills. Excellent relationship building skills with the ability to establish and maintain effective working relationships with colleagues, department leaders, and senior management. Strong leadership skills with a proven track record of successfully building, managing, and coaching a productive team.

Qualifications

Bachelor’s Degree or equivalent experience required. 10+ years of financial services or insurance industry experience required. 5+ years of management experience required. Securities Industry Essentials (SIE) preferred. FINRA Series 6 or 7, FINRA Series 24 or 26 preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

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To learn more about Jackson's financial strength and results, visit jackson.com.