Support overall business operations of the assigned unit/segment.
Lead special cross-functional projects and assignments as directed; some of these are far-reaching and significant in terms of resources and impact.
Engage the sales management team of their assigned unit regarding key business initiatives; makes appropriate recommendations and takes necessary steps in order to achieve successful business results.
Provide high-level executive business support to the Sales VP of their unit in areas such as communication, business reporting, sales planning, budget development and expense management, development and execution of meetings and events, and assistance with other business needs as deemed necessary.
Continually review, develop and implement process improvements to effectively and efficiently meet the support needs of the business unit; ensures current and future sales support needs are being met.
Ensure and provide validation of effective utilization of internal processes, programs and systems in support of the overall unit's business needs; oversees the unit's reporting process.
Perform aggregation of budget and expense performance against plan.
Develop close working relationships with other members of the sales management team in successful attainment of business goals and objectives.
Stay abreast of existing and emerging corporate information technologies and systems to assess their impact on the business needs of the unit.

Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
7 or more years of sales management/supervisory experience, preferably in the insurance or financial services industry.
Experience developing, leading and managing across multiple business areas such as sales operations, sales processes, business planning, and management/business reporting.
Possesses and maintains in-depth business knowledge of TruStage products and services.
Proven success and experience in collaborating and influencing multiple functions and groups to achieve desired sales/financial goals.
Proven ability to effectively communicate through demonstrated written and verbal skills; ability to communicate on behalf of senior management.
Proven ability to prioritize, lead, and manage multiple projects and tasks to successful completion; strong project management experience required.
Strong organizational and analytical skills, strong business acumen required.
Strong time-management, planning and problem-solving skills.
Experience in Microsoft Office suite, spreadsheets, graphic software, and Internet/Intranet applications.

Annuity Relationship Manager – Operations

Key skills