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Head of Distribution Sales Enablement
Guardian Life. Lead the Distribution sales enablement strategy for Proprietary and Third-Party channels .
About the role
Key responsibilities & impact- Lead the Distribution sales enablement strategy for Proprietary and Third-Party channels
- Establish sales planning disciplines, goal-setting methodologies, formulas, and performance measurement frameworks
- Identify and prioritize growth, cross-sell, and relationship-expansion opportunities
- Lead the buildout, implementation, and integration of CRM capabilities within Distribution
- Define business requirements and partner with technology and enterprise data teams on scalable CRM solutions, data connections, and user experiences
- Advance AI-enabled capabilities within Salesforce and related sales tools
- Drive tool adoption through enablement, governance, and change leadership
- Convert centralized data into KPIs, dashboards, scorecards, and sales insights
- Oversee layered and interactive dashboards using Power BI and advanced Excel, including automation and macros
- Provide intelligence on business performance, client and producer activity, pipeline, opportunity trends, and external market and competitive intelligence
- Translate complex findings into recommendations for sales managers, wholesalers, and Distribution leaders
- Develop producer identification, segmentation, and targeting strategies
- Determine priority producers, firms, and market opportunities and recommend engagement approaches
- Partner with Enterprise Data, Technology, Product, and business-line teams on Distribution solutions
- Promote data quality, consistent definitions, and responsible information use
- Build, develop, and lead a high-performing sales enablement and intelligence function
- Develop executive presentations, business reviews, white papers, and strategic recommendations
- Champion a data-driven culture and consistent sales practices, tools, and performance measures
Requirements
What you’ll need- 10+ years of progressive experience in sales enablement, distribution strategy, CRM, sales analytics, business intelligence, or a related discipline, including leadership responsibility
- Demonstrated experience building, implementing, or materially expanding CRM capabilities within a sales or distribution organization; Salesforce experience strongly 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 decision-ready insights
- Working knowledge of AI-enabled sales capabilities, including practical use of AI features, digital assistants, or bots within CRM and sales workflows
- Proven ability to translate complex enterprise, customer, producer, market, and competitive information into focused sales strategies and actions
- Strong executive communication, presentation, stakeholder management, and change leadership skills
- Experience in financial services, insurance, wealth management, or a similarly regulated and distribution-intensive industry
- Experience in insurance business lines, specifically annuities, life insurance, executive benefits and disability insurance
- Experience partnering with enterprise data and technology teams on data models, integrations, governance, and scalable analytics solutions
- Knowledge of both proprietary and third-party distribution models
- Must be legally authorized to work in the United States without employer sponsorship/support now or in the future
Benefits
Comp & perks- Skill-building opportunities
- Leadership development
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
- Benefits for full-time eligible employees