Distribution Experience Consultant
About The Position
The Distribution Experience Consultant serves as a resource for financial professionals, marketing organizations, financial institution partners, Sales leaders, and internal stakeholders on distribution policies and structures, commission methodologies, custom compensation arrangements, business succession arrangements, and sales program execution and eligibility. The role supports day-to-day distribution governance and operational issue resolution, collaborating with Sales, Marketing, Business Administration, Technology, and external distribution partners on program implementation, communications, tracking, administration, reporting, system support, operational validations, and process improvement. The Consultant also administers activities needed to execute sales programs and distribution management functions, carrying out responsibilities in accordance 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. Hybrid/remote work options are available.
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 financial professionals, marketing organizations, financial institutions, and internal stakeholders on distribution structures, commission management, and program eligibility.
- Assist with review and validation of hierarchy and commission-level changes.
- Monitor 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 validation of 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.
- Prepare, validate, and distribute 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, and take on additional responsibilities to achieve department and Company objectives.
- Contribute to Company goals by working collaboratively and fostering a positive and inclusive work environment.
Benefits
- Medical, dental, and vision coverage
- 401(k) with Company Match
- Paid time off, including vacation, sick, and holiday time
- Paid parental leave for mothers and fathers
- Hybrid/remote work options
- Early Friday closure
- Eligible employees may receive an annual discretionary incentive bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
