Distribution Enablement Initiatives Consultant
About The Position
The Distribution Enablement Initiatives Consultant will be responsible for managing and executing various content and distribution initiative strategies to support the retail distribution team nationally. The role involves collaborating with cross-functional teams to create, manage and optimize the usage of our content within the Seismic platform to enhance sales effectiveness. The consultant will play a key role in supporting Distribution initiatives through content governance, sales enablement programs, reporting and analytics, process optimization, and cross-functional collaboration. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Requirements
- University degree or equivalent combination of education and experience
- 4+ years of Sales Enablement experience, preferably within the mutual fund or asset management industry
- Knowledge of the mutual fund industry and asset management landscape
- Experience supporting Sales and Distribution teams
- Experience with content management
- Knowledge of Salesforce and Seismic
- Advanced proficiency in Microsoft Office applications
- Proven ability to collaborate with stakeholders to understand business needs, assess risks, and deliver effective solutions
- Experience working in a collaborative team environment
- Strong organizational, communication, and interpersonal skills
- Highly organized with strong attention to detail
- Ability to manage multiple priorities and deadlines in a fast-paced environment
Responsibilities
- Take ownership of the enablement content management and platform optimization of Seismic for the Distribution team.
- Oversee the organization and maintenance of sales support content within Seismic.
- Maintain content within Seismic, including labeling, tagging, categorization, and governance practices to ensure materials are current, compliant, and easily accessible to Distribution field teams.
- Ensure content is regularly reviewed and updated to maintain accuracy and alignment with the latest Distribution strategies, marketing initiatives, and business priorities.
- Collaborate with Marketing, Product, and Training & Enablement teams to develop and maintain content that supports Sales Enablement initiatives.
- Research and implement new functionality within Seismic to ensure the platform is being leveraged to its fullest potential.
- Develop and maintain training materials to support effective Seismic adoption, including onboarding, best practices, and training on new functionality.
- Provide ongoing support and act as the first point of contact for Seismic users within Distribution, addressing questions and providing guidance on searching for and sharing content externally with clients.
- Work with the Distribution Enablement team to develop and execute a content strategy that supports Distribution goals and activations, National Accounts engagements, corporate sponsorships, and national events.
- Curate, design, and distribute weekly newsletter content for Retail Distribution, ensuring alignment with business priorities and providing sales teams with actionable insights, resources, and updates.
- Generate regular reports on content usage and user engagement to share with Distribution leadership.
- Develop, maintain, and analyze reporting and dashboards (e.g., Salesforce, Tableau) to support Retail Distribution initiatives, ensure data integrity, identify trends, and support informed decision-making.
- Support the execution of national Distribution Enablement initiatives and evolving distribution priorities by providing project coordination, operations expertise, and cross-functional support to enhance sales effectiveness and the overall advisor experience.
- Partner with Retail Distribution to ensure regional initiatives deliver a consistent national experience.
- Act as a liaison to the Retail Distribution team for the speaker request process.
- Support the coordination and delivery of regional events (e.g., webinars, practice management events, etc.).
- Work with internal partners to automate processes that improve efficiency for the Distribution team.
- Support cross-functional projects and strategic initiatives, contributing to the successful execution of Sales Enablement, Training, and Tax, Retirement & Estate Planning team objectives and business priorities.
- Participate in regional distribution meetings, and select national events as required to support sales priorities, and strengthen alignment between distribution teams and Enablement initiatives.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- The opportunity to move along a variety of career paths with amazing networking potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
