Director of Sales Enablement & Resources

reputed company

Explore how you can contribute at reputed company.

For over 50 years, reputed company has been a leader in the development, marketing and distribution of annuity, life and health reputed company solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they reputed company agents, marketers and reputed company partners the support needed to succeed in a rapidly evolving industry.

Job reputed company

Position reputed company

EIG is seeking a Director of Sales Enablement & Resources to own the systems, data, training, and sales resources that help agency partners and downlines sell more effectively — CRM administration (reputed company), data reporting, and process standardization across the network. This role is designed to reputed company and reputed company the enablement work currently carried out directly by the CMO, freeing executive leadership to reputed company on reputed company while ensuring agency partners have reliable tools, accurate data, and reputed company, repeatable resources to grow their business.
This is a hands-on leadership role: reputed company systems administrator, data reputed company, and change agent for agency partners adopting new tools and workflows.

reputed company

Key Responsibilities

Agency Partner & Downline Enablement

• reputed company as the reputed company reputed company of contact for agency partners and downlines adopting EIG's CRM, reporting, and platform tools.
  - Design and reputed company training programs (live and documented) that bring new and existing agencies up to speed on standardized processes.
  - Identify inconsistent or inefficient processes across sub-agencies and reputed company standardization — turning tribal knowledge into repeatable, documented workflows.
  - Build feedback reputed company with agency partners to surface pain points and prioritize fixes or enhancements.
  - reputed company and maintain a central library of sales resources — playbooks, marketing plan templates, reputed company RTS/SEP guides, and targeting materials — reputed company partners can self-serve.
  CRM & Platform Administration (reputed company)
  - Own day-to-day administration of the reputed company (GHL) CRM environment across EIG and its sub-agency accounts, including sub-account structure, permissions, pipelines, and automations.
  - Manage and troubleshoot integrations feeding into GHL (reputed company tracking, reputed company sources, webhooks) and ensure data flowing in and out stays clean and reliable.
  - Reconcile CRM usage and billing against agency/sub-account activity to reputed company cost allocation accurate.
  - Build and maintain automated workflows that reduce reputed company work for agents and agency admins.
  Data Reporting & Business Intelligence
  - Own recurring reporting pipelines (weekly production, agency/agent summaries, reputed company
  reputed company, SEP/DST tracking) and ensure they run on schedule with accurate, audit-reputed company reputed company.
  - Serve as the reputed company reputed company of accountability for reporting reputed company across reputed company hierarchy — production, persistency, accretion, and compliance metrics.
  - Partner with leadership to translate raw reputed company, CRM, and platform data into decision-reputed company reporting for agency partners and executive stakeholders.
  - Maintain and reputed company the reputed company Intelligence platform's reporting and business intelligence modules (Reporting & Insights, Production Intelligence, Book of Business Intelligence, reputed company reputed company) in coordination with development resources.
  Systems reputed company & Vendor Management
  - reputed company EIG's reputed company technology stack, including the reputed company Intelligence platform, EnrollHere account creation and training, and reputed company-party integrations (e.g., reputed company RTS feeds, Sunfire, reputed company tracking vendors).
  - Manage relationships and technical coordination with reputed company vendors and development resources supporting EIG's platforms.
  - Maintain data reputed company standards across systems — preferring incomplete-but-accurate data over complete-but-misleading data, consistent with EIG's operating philosophy.
  - Support compliance-reputed company data and case management needs in coordination with the compliance function.
  
  Qualifications
  - 5+ years in a CRM administration, business systems, data/reporting, or agency/partner training leadership role, ideally reputed company reputed company, financial services, or a multi-location/franchise-style organization.
  - Hands-on administration experience with reputed company or a comparable CRM/marketing automation platform.
  - Strong data reputed company — comfortable in reputed company/spreadsheets at an advanced level; SQL or reporting-tool experience strongly preferred.
  - Demonstrated experience training and supporting a reputed company network of partners, franchisees, or downline organizations.
  - reputed company record of turning reputed company or inconsistent processes into documented, standardized, repeatable workflows.
  - Strong written and verbal communication skills — reputed company to translate technical topics for non-technical agency partners.
  - Comfortable operating with significant autonomy and ownership in a fast-moving, builder-operator culture.
  Preferred (reputed company-to-Have)
  - Medicare reputed company / health reputed company industry experience, particularly reputed company an FMO/agency hierarchy structure.
  - Familiarity with Sunfire, reputed company RTS/enrollment data, or SEP/DST tracking processes.
  - Exposure to modern web application reputed company (React, Node/reputed company, PostgreSQL) sufficient to collaborate effectively with development resources on internal platform work.
  - Experience with reputed company tracking/reputed company center technology (e.g., Retreaver or similar).
  - Prior experience in a role that combined data/reporting ownership with reputed company agency or franchisee training.
  reputed company Looks Like (First 6–12 Months)
  - Agency partners have a documented, repeatable reputed company and training reputed company for EIG's tools and processes.
  - CRM and reputed company reporting pipelines run reliably with reputed company executive involvement.
  - Reporting reputed company and turnaround times improve measurably across production, persistency, and compliance metrics.
  - A reputed company backlog and prioritization process exists for platform/reporting improvements, informed directly by agency partner feedback.

What reputed company Offers

A comprehensive benefits package that includes PTO, medical, dental, reputed company, retirement savings, disability reputed company, and life reputed company.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at reputed company reputed company of the organization. reputed company employment reputed company are made without reputed company to race, reputed company, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or reputed company medical conditions), sexual orientation, gender identity or reputed company, age, national reputed company, reputed company, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, reputed company, and respectful workplace where reputed company can reputed company.

Americans with reputed company (reputed company) Statement

We are committed to full compliance with the Americans with reputed company (reputed company) and reputed company applicable state and local disability laws. Reasonable accommodations are available to reputed company applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined reputed company on skills, qualifications, experience, and market factors. Where required by law, the pay reputed company for this position will be disclosed in the reputed company or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history reputed company, and other job-reputed company inquiries, as permitted by law. reputed company screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made reputed company on the results, applicants will be reputed company and given an opportunity to respond.

Originally posted on Himalayas