Team Lead, Sales Engagement & Strategy Squad Individual Retirement ( 240000IR )

Primary Location : UNITED STATES-NC-Charlotte

Other Locations : UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse

Organization : Equitable

Schedule : Full-time

Description

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Equitable is looking for a Sales Engagement & Strategy Squad Team Lead to join our Individual Retirement Tribe team. The Team Lead will support amplifying our sales productivity and efficacy by equipping sales teams with meaningful process changes, engagements strategies, leading-edge tools, real-time data and competitive insights. Working closely with our IR Distribution Teams, Compliance, Marketing Teams, Sales Experience, data and analytics team and IT. This is a flexible-hybrid position with weekly in office and remote work arrangement.

The Team Lead will:

• Increase distribution effectiveness by leveraging data and technology (e.g., conduct propensity modeling, build Next Best Action models).

• Identify and implement third-party tools to boost productivity (e.g., CRM), supporting all aspects of the Individual Retirement organization.

• Analyze competitor, distributor and market share data to provide recommendations to wholesalers, support the Solutions & Inforce area to develop new products and marketing for product positioning.

• Support IR and GR sales engagement by managing an email strategy leveraging personalization, automation, and data-driven decision making.

• Develop and implement of a comprehensive data strategy aligned with IR goals and objectives.

• Critical part of New Ways Of Working (NWOW) at Equitable, working closely with the Area Lead using an Agile methodology / NWOW principles. He or she will co-create the Squad vision and goals with the Squad and will proactively guide the Squad towards these goals under a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers, advisors, partners and stakeholders, and continuous iteration.

• Full ownership of expense and vendor management, firm submissions, conferences, and wholesaler events.

Key Job Responsibilities

• Setting a clear Roadmap to craft and execute on the sales tool and insights strategy and communicate ‘the story’ to key stakeholders (e.g., wholesalers, advisors) and the Squad

• Leadership: Leads a team of 5 direct and 3 indirect reports, manage $2M annual budget and identify and mitigate business risks associated with the current and/or target state operating model. Playing an active role in leading agile Ceremonies such as sprint planning, daily stand-ups, backlog refinement, sprint reviews and sprint retrospectives

• CRM: Redesign/reinvent Sales processes with the use of technology, automation, and AI for efficiencies, capacity, and focus. Translate business requirements and sign off on technical design and deployment of all Salesforce functionality.

• Ensure quality and accuracy of IR sales data and reporting.

• Set up and execute IR and GR email campaigns, nurture programs, and ad hoc sends to financial advisors. This includes the management and configuration of SFMC for IR and GR along with developing robust reporting capabilities to provide insights.

• Seismic: Manage the Seismic vendor relationship and support ongoing development and reporting of Seismic platform and usage.

• Distribution Support: squad is responsible for support of IR and GR large scale meetings and events, marketing submissions with third party firms, and oversight of expense submissions and marketing allowance payments

Key Expertise

• Proven knowledge in current Equitable sales tools and an understanding of Equitable’ s IR technology ecosystem

• Understanding and knowledge of external market tools (inside and outside of the insurance industry)

• Practical understanding of data and its applications to enhance decision making and generate productivity and efficiencies

• Strong collaboration with cross-functional teams from tech, operations, data and analytics and marketing

• Experience in designing and delivering training and communications to sales teams

• Proven experience with influencing change though leveraging agile, adaptive leadership models and change management

• Strong leadership and individual contribution

• Strong communication skills with comfort in speaking with business stakeholders

• Strong problem solving with ability to manage and lead the team to push the solution and progress

• Strong existing relationships and presence in the Salesforce and Seismic space.

The base salary range for this position is $105,000-$156,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits : Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)

Qualifications

Required Qualifications

• Bachelor’s degree

• 10 years professional work experience within Insurance or Financial services Industry

• 5 years leading Salesforce strategy, or a closely related sales force automation system

Preferred Qualifications

• Salesforce Admin Certification, strongly desired

• Good understanding of Salesforce Marketing Cloud capabilities and the value it delivers for our advisors and clients

• Excellent leadership and collaboration skills, with the proven ability to positively influence and inspire teams and stakeholders

• Capability to manage multiple complex projects concurrently

• Experience delivering project from end-to-end, and demonstrated knowledge of sales tools and competitor product set

Agile experience

• Experience in managing the backlog, prioritizing value based on understanding the customers, tracking value

• Experience in facilitating agile ceremonies, managing a backlog/release plan, tracking team level metrics, removing blockers (burndown chart, release burn up, etc.)

Mindset and behaviors

• Passion to challenge the status quo and find new solutions and drive out of the box ideas – loves and embraces change

• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust

• Readiness to “roll up the sleeves” and to go outside comfort zone to learn, ability to push teams to do the same

• Readiness to empower others to fail, learn, and grow

• Experimental mindset to drive innovation

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

#LI-HYBRID

Req ID: 240000IR