5+ years in strategic alliances, business development, or channel management
Experience in B2B partnerships within financial services or insurance
Strong presentation and negotiation skills
Excellent interpersonal communication abilities
LLQP license required or willingness to obtain within six months
Familiarity with estate planning and insurance compliance
Experience with CRM systems
Responsibilities
Manage a portfolio of club distribution partners to meet sales and revenue goals
Build and maintain relationships with club leaders and field teams
Lead quarterly business reviews to assess performance and opportunities
Serve as a subject matter expert on life, health, and estate planning solutions
Ensure club partners receive timely support and updates
Conduct market mapping to identify growth strategies
Lead negotiations and onboarding for new partnership agreements
Develop annual business and marketing plans for distribution channels
Monitor sales performance and prepare reporting dashboards
Provide insights on partner profitability and market trends
Benefits
Comprehensive support and resources for club partners
Opportunities for professional development and growth
Access to a network of industry leaders
Flexible work arrangements
Collaborative team environment
Full Job Description
Position Details
What you will do:
Manage portfolio of club distribution partners to achieve sales, retention and revenue goals
Build and maintain high-value relationships with club leaders and field teams to ensure alignment on client experience
Lead quarterly business reviews with club partners to evaluate performance, conversion metrics and joint leads opportunities
Serve as SME on life, health and estate planning solutions - helping partners integrate these into their member offerings
Ensure club partners receive timely support, resources and updates on program performance
Conduct market mapping to uncover gaps and develop regional or demographic based growth strategies
Leads negotiations and onboarding for new partnership agreements, ensuring mutual profitability and long-term growth
Develop annual business and marketing plans for each distribution channel including revenue targets, marketing budgets and performance metrics
Monitor sales performance and prepare reporting dashboards showing sales to target, partner contribution and conversion trends
Provide insights to leadership on partner profitability, lead flow and market trends to guide strategic decisions
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.
Who you are:
5+ years of experience in strategic alliances, business development, and/or channel management.
Proven success in building and managing B2B partnerships within financial services or insurance sectors.
Strong presentation, negotiation, and interpersonal communication skills.
LLQP license (or willingness to obtain within six months).
Familiarity with estate planning, insurance compliance, and CRM systems
Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted.
Please note that we may use AI tools to help us through the recruitment process.
