VP, Sales Operations & Enablement

Jackson; Nashville (TN); On-site; USD 180,000 - 230,000; Full time

Job summary

Jackson seeks a visionary VP, Sales Operations & Enablement to oversee Distribution teams, driving efficiency, efficacy, and strategic health across the distribution network. You will align Sales, Marketing, Product, Finance and BI to advance initiatives, set centralized reporting, and lead Sales Desk planning.

You will direct the Distribution Process Engineering function, develop automation opportunities, and ensure scalable processes that improve cycle time and cost efficiency, while guiding

Qualifications

• Bachelor's degree or equivalent experience required.
• 10+ years in financial services or insurance industry.
• 5+ years of management experience required.
• SIE preferred and FINRA licenses preferred.

Responsibilities

• Builds executive KPI dashboards for real-time visibility into pipeline health and rep performance.
• Acts as a central operational liaison between Sales, Marketing, Product, Finance, BI and Compliance.
• Analyzes workforce and sales trends to identify market opportunities and bottlenecks.
• Directs development and operation of monitoring systems for process health and SLAs.
• Leads reporting and centralized metrics for Senior Management and Sales Desk.
• Oversees SOP updates and maintains process inventories for Distribution.
• Shapes strategy and expansion of the Distribution Command Center and forecasting models.
• Partners across Distribution to support and execute sales initiatives.

Skills

Executive leadership

Cross-functional liaison

Strategic planning

Analytics & dashboards

Process improvement

Sales operations

Team management

Financial services know-how

Education

Bachelor's Degree or equivalent experience

5+ years management experience

10+ years financial services/insurance experience

SIE preferred

FINRA Series 6/7/24/26 preferred

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.