Distribution Experience Consultant

EquiTrust Life Insurance Company • West Des Moines, IA

13d • Hybrid

About The Position

The Distribution Experience Consultant supports financial professionals, marketing organizations, financial institution partners, Sales leaders, and internal stakeholders with distribution policies, hierarchy structures, commission methodologies, custom compensation arrangements, distribution business succession arrangements, and sales program execution and eligibility. The role supports day-to-day distribution governance and operational issue resolution.

Working collaboratively with Sales, Marketing, Business Administration, Technology, and external distribution partners, the Consultant helps implement programs, resolve operational issues, communicate updates, track activity, and administer ongoing programs. The role also supports program reporting, operational validations, system activities, and continuous process improvement initiatives related to distribution management and sales programs. Responsibilities are carried out consistently with EquiTrust's values of Integrity, Leadership, Accountability, Teamwork, and Passion.

The position is based in West Des Moines, Iowa, with infrequent travel of less than 5% of the time.

Requirements

• Bachelor's degree or an equivalent combination of education and relevant financial services experience.
• For degreed professionals, at least 3 years of financial services, sales support, operations, compensation administration, or related experience.
• For non-degreed professionals, at least 5 years of financial services, sales support, operations, compensation administration, or related experience.
• Strong organizational, analytical, and problem-solving skills, with attention to detail.
• Effective written and verbal communication skills.
• Ability to prioritize workflows, manage multiple tasks, and meet deadlines.
• Strong customer service orientation and interpersonal skills.
• Ability to work effectively with internal departments and external distribution partners.
• Proficiency in Microsoft Office applications, including Excel and Mail Merge.
• Ability to learn and navigate multiple systems, databases, and technology platforms.
• Understanding of independent distribution models, compensation structures, and related calculation methodologies.
• Ability to identify operational issues and coordinate solutions appropriately.
• Ability to adapt to changing priorities and business needs in a fast-paced environment.
• Ability to use journey mapping to identify process improvements and enhance the distributor experience.

Responsibilities

• Serve as a resource for inquiries about distribution structures, commission management, and program eligibility.
• Assist with reviewing and validating hierarchy and commission level changes.
• Support monitoring production activity that affects compensation levels and rewards programs.
• Coordinate resolution of distribution-related operational issues with Sales, Agent Administration, Commissions, New Business, and other departments.
• Use the distribution management system to administer sales programs, custom compensation arrangements, white-glove service offerings, and distribution experience functions.
• Maintain operational documentation and assist with testing and validating system enhancements.
• Build and maintain positive working relationships with financial professionals, marketing organizations, financial institutions, and internal business partners.
• Support communications and education related to sales programs, enhancements, and operational updates.
• Assist with preparing and distributing program materials, communications, and support documentation.
• Assist with preparing, validating, and distributing recurring and ad hoc reports on program participation, sales and production tracking, and operational metrics.
• Perform operational tracking, reconciliation, and data validation to support program accuracy.
• Support maintenance of program information in the Company's distribution management platform and related systems.
• Support the Sales and Marketing team and other departments as needed.
• Take on additional responsibilities as requested to accomplish department and Company objectives.
• Contribute to Company goals by collaborating and fostering a positive and inclusive work environment.

Benefits

• Eligible employees may receive an annual discretionary incentive bonus in addition to base pay.
• Medical, dental, and vision coverage.
• 401(k) with Company match.
• Paid time off, including vacation, sick, and holiday leave.
• Paid parental leave for mothers and fathers.
• Hybrid/remote work options.
• Early Friday closure.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level