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Insurance Distribution Leader
1 week ago
This role is responsible for enhancing the productivity and effectiveness of agents by developing and implementing an agency 'Super App' and training programs within the advisor suite, ultimately improving sales performance and customer engagement.
Main Responsibilities- Drive Innovation: Develop and implement the advisor suite to enhance agent sales and customer engagement, staying ahead of industry trends.
- Project Oversight: Oversee multiple workstreams and coordinate with the PMO team to ensure successful project execution and alignment with business goals.
- Stakeholder Engagement: Serve as the main point of contact for stakeholders, fostering strong relationships to secure buy-in and support for initiatives.
- Training Development: Enhance onboarding processes and develop training applications to empower agents and improve their effectiveness.
- Vendor Management: Manage IT vendors and internal delivery centers to ensure timely and successful solution delivery, optimizing tools for advisors.
