Ability to effectively identify and implement the most efficient virtual/in-person engagement strategies, by customer, to maximize overall effectiveness and impact.
Develops and implements effective business and territory call plans and adapts based on self-identified opportunities and insights.
Effectively builds rapport and relationships with customers across Face To Face and virtual environments; maintains a methodical approach toward call objectives (e.g., clear next steps and appropriate documentation, managing to KPIs); utilizes current digital tools effectively (e.g., Veeva, Zoom, WAB) as well as adapts quickly to new digital tools for successful customer engagement; leverages analytics to assist with developing insights and next best action plans
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Lead and drive the High Net Worth/Legacy needs product strategy and product roadmap to deliver the Company’s growth priorities, customer outcomes and commercial objectives. Product scope includes (but is not limited to) Universal Life, Indexed linked plans, Variable Universal Life, participating and investment-linked plans and other HNW-focused solutions.
Lead end-to-end product development for new and enhanced product propositions, taking ownership of end-to-end product and proposition readiness from conceptualization to launch including necessary post launch oversight and support.
Build strong culture of product innovation through structured engagement with distribution partners and internal stakeholders to identify customer needs, validate concepts and refine propositions.
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