CUNA Mutual Group

Senior Partner Consultant (Remote)

CUNA Mutual Group$83K — $124K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Marketing, Business Administration, Insurance or related field or equivalent professional experience.
  • 5-7 years of experience in a relevant field.
  • Knowledge of insurance products, new market partners, and industry standards.
  • Experience designing and implementing processes, templates, and artifacts.
  • Ability to quickly identify issues and create solutions collaboratively.
  • Strong organizational skills for project management and prioritization.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Prepare and compile program data, growth measures, and performance metrics for distribution partners.
  • Provide reporting, dashboards, and data support to Relationship Managers and Sales teams.
  • Develop high-quality client-facing materials for partner communications.
  • Support sales and retention activities through thorough preparation and execution.
  • Deliver timely and consistent communications to partners in coordination with teams.
  • Ensure materials meet professional standards and guidelines.
  • Maintain organized documentation across partners and initiatives.

Benefits

  • Flexible workplace options to support work-life balance.
  • Comprehensive medical, dental, and vision insurance.
  • Employee assistance program for mental health and wellbeing support.
  • Retirement assistance including 401k options.
  • Paid time off and parental leave.
  • Tuition reimbursement for further education opportunities.
Full Job Description
Job Summary:

This role plays a critical part in supporting and strengthening the distribution partner relationships across markets by enabling end-to-end execution across the partner value chain.

The position enables partner and team success through high-quality data preparation, reporting, operational coordination, partner communications, and sales support.

The role works cross-functionally to ensure partners and internal relationship teams are equipped with accurate information, clear materials, and consistent processes that support sales, retention, and growth. It also helps identify operational gaps, improve consistency across accounts, and translate partner and field feedback into practical improvements.

With a broad view across partners and processes, this role improves execution quality, elevates partner experience, and increases efficiency for our teams.

Key Job Responsibilities

Partner & Sales Support

  • Support designated distribution partners across markets by preparing and compiling program data, growth measures, and performance metrics.


  • Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams.


  • Develop and maintain high-quality, client-facing materials that elevate partner and field conversations.


  • Support sales, retention, renewal, and growth activities through reliable preparation and execution support.


Partner Communications & Experience

  • Deliver clear, timely, and consistent partner communications in coordination with Relationship Managers and cross-functional teams.


  • Ensure partner materials are accurate, professional, and aligned to enterprise standards.


  • Contribute to a strong, consistent partner experience through dependable follow-through and communication across accounts.


Operational Execution & Consistency

  • Maintain organized, accurate, and high-quality documentation across partners, programs, and initiatives.


  • Improve operational consistency across distribution partners by applying shared templates, tools, and processes.


  • Identify errors, inefficiencies, or gaps in partner materials and workflows and recommend practical improvements.


  • Support interim processes and operational workflows as needed to ensure continuity and execution quality.


Data Accuracy & Reporting

  • Maintain strong data hygiene and system accuracy to support reporting, insights, and partner performance tracking.


  • Reduce errors and rework by ensuring partner-facing and internal materials are thoroughly reviewed and validated.


  • Enable faster preparation cycles and greater predictability through organized information management.


Cross-Functional Collaboration

  • Partner with Sales, Marketing, Operations, Enablement, and Analytics teams to support coordinated execution across the partner lifecycle.


  • Translate partner and field feedback into actionable inputs that improve tools, materials, and processes over time.


Job Requirements:

  • Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience.
  • 5-7 years of experience


  • Demonstrated knowledge of insurance products and services, with in-depth understanding of the new market partners, business, industry, and market preferred.


  • Experience with designing and executing on new processes, artifacts, and templates.


  • Ability to quickly identify, making recommended fixes, build, and execute solutions with cross functional teams


  • Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills.


  • Ability to comprehend and follow complex processes, with aptitude for continuous adaptability and improvement.


  • Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.


  • Demonstrated strong skills for collaboration, teamwork, persuasion and influence where/when appropriate.


  • Ability and willingness to travel 10-15% of the time

#LI-EG

#LI-Remote

If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:
$83,100.00 - $124,700.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

About CUNA Mutual Group

CUNA Mutual Group is an insurance and financial services company that provides a range of products and services to credit unions and their members. The company's offerings include life, disability, and long-term care insurance, as well as retirement planning and investment services. CUNA Mutual Group was founded in 1935 and is headquartered in Madison, Wisconsin. The company has more than 5,000 employees and serves more than 95% of credit unions in the United States.
Learn more about CUNA Mutual Group
Size
5,000 employees
Industry
Founded
1935

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