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Provide leadership and oversight of strategy for the Sammons Independent Annuity Group (SIAG) business unit (BU) by partnering with key business leaders and subject matter experts (SMEs) to design, implement and continuously enhance strategies, initiatives and tools in order for SIAG to achieve growth
Continuously communicate necessary facts to drive corrective and proactive changes utilizing knowledge of the business, products, processes and systems
Build electronic capabilities, work with external partners and be involved with potential alternative distribution opportunities
Provide leadership for planning, developing and implementing strategy across multiple distribution channels by collaborating with key business leaders and Subject Matter Experts (SMEs)
Work with business owners to understand their business requirements/strategies/initiatives
utilize requirements/strategies/initiatives to develop industry leading electronic capabilities
Accelerate the delivery of strategic initiatives based on data, technology, automation, continuous insights – and lead the analytics track within larger strategic initiatives
Plan and facilitate strategy meetings for business unit (BU) leadership team
Synthesize outcomes to refresh strategic plan
Exercise leadership influence and direction within the division to the plan
find solutions and drive implementation of strategic initiatives
Partner with senior business decision makers to prioritize and evaluate key initiatives to align the key initiatives with the division strategy
Create and maintain future strategic roadmaps to ensure current and future states are aligned and focusing on the right initiatives that will drive the business forward
Serve as the Business Product Owner for the SIAG BU for the Agent Experience (AX) agile team
Lead and drive the strategy of what is implemented to support the BU
Provide guidance, strategy and leadership to product line managers developing future strategic roadmaps to ensure current and future states are aligned and focused on the right initiatives that align to the BU strategy that will drive the business forward
Provide leadership, coaching, guidance, and mentoring to the teams to drive overall success for the teams
Be innovative and foster an innovative environment
Work with division leaders and departmental SMEs across SFG to develop an understanding of the annuity business, products, processes and systems
Provide thought leadership by helping the business measure and drive efficiency, incrementally and consistently, over time
Assist BU leadership team in developing and driving new opportunities for alternative distribution including digital markets (direct to consumer) and Registered Investment Advisor (RIA) fee-based distribution
Work directly with outside distribution partners and consultants to drive business opportunities by managing operations onboarding relationships, driving process improvements and serving as main point of contact
Manage relationships through the launch of new products by influencing and coordinating both internal and external teams
Serve as core member and decision maker of working groups that drive business solutions for the division
These working groups include (but not limited to) Issue Log, regulatory groups, RIA Core group, e-enablement group, etc
Provide influence and feedback to BU Leadership team to ensure shift to a collective mindset of making decisions based upon strategic focus with a broader lens of the needs of the BU Division
Work with key leaders during the annual strategic planning process to provide guidance on budget and develop and evaluate strategic initiatives
Lead the division in processes to become more flexible and nimble such as incorporating Agile philosophy
Collaborate and strategize with all applicable teams to drive direction and effectiveness with Salesforce and Marketing Cloud
This includes Business Intelligence, Marketing, Sales and AX teams
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
Participate in other initiatives and/or projects as necessary
Requirements:
Bachelor's Degree in Information Systems, Finance, Marketing, Computer Science or Business or similar
Minimum 10 years' experience with analysis
Minimum 10 years' experience in the Insurance or Financial Services industry
Possess technical and analytical skills to answer complex questions and problem solve
Possess strong ability in working well with others
Must embrace and effectively shadow the corporate core values
Effective leadership, management, decision-making and motivational skills
Excellent communication skills, including listening, oral and written
Must exhibit excellent organizational skills and have well-developed oral and written communication skills with which to communicate effectively with a variety of personalities
Ability to establish and articulate a vision, set goals, develop and execute strategies, and track/measure results
Must exhibit a high degree of decision making ability, using tact and good judgment
Demonstrated persistence with a positive, results driven and creative attitude
Ability to work effectively with individuals and groups at various levels within the organization
Nice to have:
Master's Degree in a related area
What we offer:
Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Volunteer time off, and company nonprofit matching gift program