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Broker Asset Mgmt Consultant

The Company:  CAIC
The Location: 

Remote, US Columbus, GA, US, 31999

The Division:  Broker Sales
Job Id:  1721

                                                                                                                                                                                                                                                                                                     

Job Summary

At the direction of the Manager, Broker Asset Management, supports critical sales activities to help Broker Sales teams achieve quarterly and annual growth targets. Drives development and execution of activities in partnership with key teams in the organization to identify opportunities for sales growth in both new and existing broker accounts for the Broker Sales team. Serves as a liaison for Broker Sales Leadership to key business units within Aflac US Operations.

 

Principal Duties & Responsibilities

• Helps drive the delivery of key files for production at quarter-end and year-end, in support of driving new sales through new and existing accounts. Follows up with Broker Sales team members and coordinates delivery of key files as needed in support helping Broker Sales achieve quarterly and annual sales targets.

 

• Provides support in developing and executing growth initiatives related to the existing book of business for the Broker channel. Proactively identifies opportunities within brokers’ books of business for short term and long-term potential and completes requests related to these efforts.

 

 • Establishes and maintains strong relationships with key business partners across the US Operations organization, to include, but not limited to US Sales Analytics, US FP&A, US Sales Operations. Partners with those areas to monitor leading and lagging indicators and advises Broker Sales Leadership teams on pertinent information and trends.

 

 • Partners with Broker Sales RVPs and Sales Managers to develop Regional Broker Bonus programs. Supports the administration of the programs by collaborating with and serving as a liaison to Aflac Trust, FP&A and Sales Compensation teams.

 

 • Analyzes data and proactively identifies trends within the broker channel and provides relevant and meaningful insight to Broker Sales leaders.

 

• Provides general support to the Manager, Broker Asset Management in working with Broker Sales leaders to prioritize expenses for the Broker Channel based on guidance and analysis, data and information provided by US FP&A that support investing in efforts that generate the greatest return.

 

• Performs other duties as assigned.

 

 

Education & Experience Required

  • Bachelor's Degree Business Administration or related field
  • six years of professional job-related work experience
  • Minimum of three years Broker Sales experience

 

Or an equivalent combination of education and experience

 

Job Knowledge & Skills

• Possesses high level of knowledge of Aflac products, policy data, broker data, benefit plans and distribution channels

 

• Possesses knowledge of Aflac Group/Broker data

 

• Ability to communicate sales and financial data

 

 • Intermediate experience with Tableau

 

• Strong Project Planning Skills

 

• Experience with managing a book of business

 

• Ability to collaborate with Sales Teams (Broker and Career)

 

Competencies

  • Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments
  • Communicating Effectively - Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener
  • Pursuing Self-Development - Demonstrates ambition and desire to move forward in his/her career; engages others in discussions about career development; seeks feedback on ways to increase his/her performance; takes advantage of opportunities to build new skills and capabilities
  • Serving Customers - Builds strong relationships with customers; stays aware of customer needs, concerns and satisfaction; responds promptly to customer questions and requests; effectively manages
  • Supporting Change - Enthusiastically participates in new change initiatives and programs; focuses on reasons why changes will work and how they will be beneficial
  • Supporting Organizational Goals - Actively supports organizational goals and values; demonstrates enthusiasm toward the company's goals and mission; aligns actions around organizational goals
  • Working with Diverse Populations - Shows respect for the beliefs and traditions of others; encourages and promotes practices that support cultural diversity; discourages behaviors or practices that may be perceived as unfair, biased, or critical toward people with certain backgrounds


Nearest Major Market: Eugene