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AVP of Strategic Platform Development

2 months ago

Minneapolis, United States The Ladders Full time
Our Company

Explore how you can contribute at AmeriLife.

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

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

Job Summary

Job Description

With responsibility for overseeing both the strategy and day-to-day operations of TruChoice's strategic platforms, TruChoice's AVP of Strategic Platform Development focuses on a centralized approach to bring top-level value to advisors. The ideal candidate for this position demonstrates strong strategic thinking, communication, and decision-making skills. Collaboration is a strong component of this role, as the AVP of Strategic Platform Development works closely with TruChoice's external partners, wholesalers, and support functions to execute initiatives and meet platform goals.

Responsibilities:
  • Develop and execute advisor-facing platform strategy
  • Identify and drive new revenue-driving opportunities
  • Establish and foster strong relationships within strategic platform partnerships
  • Effectively capture and integrate field feedback
  • Build out efficient processes and procedures
  • Develop strategic platform wholesaler training and resources
  • Facilitate strategic business planning
  • Serve as liaison between Strategic Partner Development and other departments
  • Prepare and communicate updates to Sales Leadership Team
  • Enhance strategic platform reporting for effective data-driven decision-making.
Knowledge, Skills & Abilities:
  • Strong knowledge of the financial and insurance advisory industry.
  • Excellent verbal and written communication skills.
  • Thorough attention to detail ensuring all work products of self and team is completely accurate.
  • Ability to effectively manage and organize time and competing priorities in a fast-paced environment.
  • Provides guidance and coaching to team members as appropriate.
  • Experience with various CRM and reporting databases to utilize metrics to facilitate business opportunities.
  • Works in a team-driven environment while ability to work independently.
  • Makes sound decisions using independent judgement.
  • Ability to solve complex, in-depth problems with creative solutions.
Qualifications:
  • Experience:
    • Minimum ten (10) to twelve (12) years of experience in the financial services and/or insurance industry.
  • Education and Licenses/Certifications:
    • Bachelor's degree in a related field.
  • This role is eligible for variable compensation targeting a total compensation of $150k