Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
TheSenior Sales Reporting Leadwill assist in the planning and development of organization objectives, medium/long-range and strategic plans, and identification of organization strengths and weaknesses. Additionally,
tasks may include conducting special studies for management in areas such as the organization's operational effectiveness, capacity utilization, operating cost containment.
The Worksite Insurance business is growing as we aim to reach middle class workers in support of the company’s vision to provide financial well-being to all Americans. Worksite has achieved success in recent years distributing our Group Voluntary and Executive products through our multi-channel distribution relationships. To further this success, we must continue to evolve our strategy to reach more advisors and customers, while providing them an enhanced self-service, digital experience to allow us to aggressively grow top line sales.
As a Senior Sales Reporting Lead you will be supporting sales results in the Worksite space through management of the division’s Sales Operations functions.Worksite reaches some 200,000 working Americans through advisor relationships and there is significant room to grow as we focus on executing the key drivers for our business, including building on our distribution and customer experience capabilities and expanding our digital offerings for all our customers.
Key Responsibilities Include:
Work closely and effectively with Head of Distribution Strategy and Head of Distribution to enhance Sales reporting, forecasting, and presentations.
Manages key internal and external committees, including management of external producer relationships as related to the committee, scheduling, event planning, and follow-up.
Work closely with Head of Distribution Strategy on enhancement and execution of Worksite distribution strategy.
Develop, track and report on KPIs.
Manage Custom Compensation Program including documentation, internal communication efforts.
Coordinate with Internal Wholesalers and DSP team to ensure compensation is built and appropriately documented.
Ensure data driven sales management focus by providing pertinent and timely analytics to leaders and coordinating partnerships as needed with channel, product and marketing stakeholders
Strive to continually identify distributors’ needs and coordinate efforts to satisfy those needs effectively across all product lines and points of service within Worksite.
Support Worksite wholesalers by coordinating with Marketing team to maintain and update presentations, marketing emails and other marketing needs.
Manage annual sales conferences including logistics, agendas and partnering with conference planning functions
The Minimum Qualifications
7+ years of experience in effective sales operations or as a sales reporting leader
Experience developing, tracking and reporting on KPIs.
Advanced experience with PowerPoint & Excel including VLOOKUP's & Pivot Tables
Demonstrated process improvement mindset
Demonstrated strong organizational and analytical skills
Ability to negotiate with key internal partners
Ability to communicate in a clear and effective manner. Possesses strong partnering skills.
4 year college degree
***Must be willing to travel to Springfield a few times a week upon our return to the office
The Ideal Qualifications
Experience in the Financial Services industry, specifically in the Voluntary Benefits space
Experience using Salesforce
Why Join Us.
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
Recognized as a 2020 World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an Equal Employment Opportunity employerMinority/Female/SexualOrientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.