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Sales Territory and Platform Specialist
Sales Territory and Platform SpecialistCorebridge Financial • Woodland Hills, California, USA
Sales Territory and Platform Specialist

Sales Territory and Platform Specialist

Corebridge Financial • Woodland Hills, California, USA
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  • serp_jobs.job_card.full_time
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Who We Are

At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life :

  • We are stronger as one : We collaborate across the enterprise scale what works and act decisively for our customers and partners.
  • We deliver on commitments : We are accountable empower each other and go above and beyond for our stakeholders.
  • We learn improve and innovate : We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive : We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.

Who Youll Work With

This role will engage and inspire the Corebridges Financial Distributors sales teams in a culture that values delivering on commitments learning and collaboration. The role also works across functions and will report to the VP Sales Enablement & Platforms.

About the Role

The Sales Territory and Platforms Specialist will collaborate with sales teams to manage both territory processes and optimization of our sales platforms. This role will be instrumental in ensuring data integrity across CRM systems for territory boundaries hierarchies and assignments within Financial Distributors. The ideal candidate is detail-oriented collaborative and capable of translating business needs into operational and technical solutions. The ideal candidate is passionate about learning creative in problem-solving and eager to help. As a key player on a small team the candidate has the opportunity to make significant impact and add value to the business.

Responsibilities

Sales Platform Support :

  • Serve as liaison between Sales teams and system administrators to improve user experience. Plan allocate and track resources needed for projects.
  • Collaborate with key stakeholders to understand business requirements and ensure system tools and applications meet the needs of the business and deliver value.
  • Monitor evaluate and analyze performance and outcomes of target initiatives. Identify areas of improvement or innovation.
  • Problem-solve trouble-shoot and respond to ad hoc issues and concerns from sales team.
  • Participate in system testing UAT and documentation efforts during platform enhancements and rollouts.
  • Strategize implement and execute digital applications across Financial Distributors.
  • Establish and develop best practices for digital tools across the business unit.
  • Plan allocate and track resources needed for projects.
  • Facilitate training learning and knowledge sharing opportunities with stakeholders and team members
  • Stay ahead of digital trends to ensure platforms tools remain impactful.
  • Proficient in using native Salesforce tools to create intuitive dashboards and actionable insights while driving user adoption through Salesforce reporting tools streamlined workflows and platform functionality that align with sales needs.
  • Territory Management Coordination :

  • Collaborate with sales management to develop rules monitor status and implement resolutions to the current issues within the wholesaling ecosystem as they relate to territory assignments realignments and exceptions.
  • Ensure accurate territory management within sales platforms such as Salesforce and other internal applications.
  • Enhance and drive use of mapping tools such as Salesforce maps and Maptitude to help develop insightful heat maps to optimize wholesaling workflows.
  • Manage and refine large data sets to ensure clean actionable data within sales platforms like Salesforce.
  • Identify and resolve duplicates inconsistencies gaps by leveraging Excel and cross-referencing public resources to drive data integrity for sales teams.
  • Skills and Qualifications

  • Experience collaborating cross-functionally including with IT and marketing to engage influence and inspire partners and stakeholders to drive collaboration and alignment.
  • 3-5 plus years of experience working with financial services sales teams to deploy and adopt technology solutions.
  • Experience with Salesforce territory management tools mapping software is desired.
  • Prior experience with Cognos Qlikview SQL is a plus.
  • Ability to prioritize multi-task work independently maintain work quality and achieve goals in a fast-paced dynamic environment.
  • Proactive and self-starter ability to think critically with a problem-solving mindset.
  • Bachelors degree with relevant coursework or equivalent experience.
  • Must possess strong communication skills (both oral and written) to work closely with sales management and other business teams.
  • Why Corebridge

    At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.

    Benefit Offerings Include :

  • Health and Wellness : We offer a range of medical dental and vision insurance plans as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings : We offer retirement benefits options which vary by location. In the U.S. our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program : Confidential counseling services and resources are available to all employees.
  • Matching charitable donations : Corebridge matches donations to tax-exempt organizations 1 : 1 up to $5000.
  • Volunteer Time Off : Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off : Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
  • Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.

    We are an Equal Opportunity Employer

    Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation growth and profitability. Through a wide variety of programs and initiatives we invest in each employee seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

    Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process please send an email to . Reasonable accommodations will be determined on a case-by-case basis in accordance with applicable federal state and local law.

    We will consider for employment qualified applicants with criminal histories consistent with applicable law.

    To learn more please visit :

    Functional Area :

    OP - Operations

    Estimated Travel Percentage (%) : No Travel

    Relocation Provided : No

    American General Life Insurance Company

    Required Experience :

    IC

    Key Skills

    Channel Partners,Customer Service,Revenue Growth,Product Knowledge,Sales Meetings,Account Management,CRM,Salesforce,Customer Base,New Customers,Territory,Trade shows,Sales Goals,Sales Process,New Clients

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Territory Sales Specialist • Woodland Hills, California, USA

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