Distributor Onboarding Analyst

Role Overview

• Responsible for designing, implementing, facilitating, and managing a comprehensive onboarding program for new IMO and Financial Institution channel distribution partners
• Develop, implement, and execute standard processes to ensure consistent, high-quality, efficient onboarding experiences while maintaining compliance with regulatory and corporate guidelines
• Collaboratively develop, implement, and effectively manage a scalable, repeatable distribution partner onboarding program
• Support new distribution partner relationships across F&G's Retail sales channels
• Expand products/services in existing distribution (add a product, line of business, new state availability launch & testing, etc.)
• Drive program consistency by standardizing operating procedures (SOPs), workflows, and templates as appropriate
• Implement new onboarding programs by creating and managing project plans, tracking key milestones, and reporting in a timely fashion to key stakeholders
• Continuously evaluate and improve the onboarding program based on stakeholder feedback, data analysis, and industry best practices
• Coordinate with multiple departments(e.g. Compliance, Operations Relationship Management, IT, etc.) as well as external distribution partners to schedule and facilitate onboarding sessions, check-in meetings, and small group planning discussions
• Ensure timely progress through the onboarding program through milestone monitoring
• Monitor onboarding milestones and proactively address any delays or obstacles
• Partner with Sales and Relationship Management to understand specific onboarding needs, gather feedback
• Communicate regularly with stakeholders regarding onboarding status, resources, challenges, and successes
• Present program performance reports and recommendations to leadership
• As capacity allows, perform other functions, duties, and projects as the need arises across F&G Insurance Operations

Requirements

• Bachelor's degree in Business Administration, Project Management, Human Resources, or related field
• Project Management or similar experience in insurance, financial services, or similarly regulated industries
• Experience working with cross-functional teams and managing multiple concurrent projects
• Proven track record of establishing and managing repeatable processes or programs
• Experience with change management and organizational transformation initiatives
• Strong organizational skills with ability to manage multiple onboarding instances simultaneously while maintaining attention to detail
• Direct experience of both Financial Institution and IMO distribution, with knowledge of related functions (order entry, data feeds, contracting, operational systems, etc.)
• Demonstrated ability to create standardized, scalable processes and document them effectively
• Excellent written and verbal communication skills with ability to interact professionally with agents, executives, and cross-functional teams
• Strong analytical and critical thinking skills to work effectively in ambiguous situations and demonstrated success to drive detail and clarity, with ability to identify issues and develop practical solutions
• Advanced skills in Microsoft Office Suite (Excel, PowerPoint, Word); experience with project management tools (e.g., Jira, SmartSheet) and CRM systems
• Ability to lead meetings, training sessions, and presentations effectively
• Exceptional ability to prioritize tasks, meet deadlines, and manage competing demands while thriving in a fast paced environment with multiple high-priority, high-visibility initiatives
• Strong interpersonal skills and ability to collaborate with diverse stakeholders, building trusted partnerships that drive results and meet critical deadlines
• Ability and willingness to learn new skills and adapt to new information and technology platforms
• Ability to travel occasionally (up to 10%) for onboarding events
• Self-motivated with ability to work independently and take initiative
• Adaptable and comfortable working in a fast-paced, changing environment
• Demonstrated commitment to providing exceptional customer service to internal and external stakeholders.

Benefits

• Employee-centric flexible environment
• Ability for in-office, hybrid and remote work arrangements
• Reasonable accommodations for applicants and candidates with disabilities