FSO - Consulting - Life Insurance - Sales Performance Management (SPM) Strategy - Senior Manager

Company: Ernst & Young Advisory Services Sdn Bhd
Location: Charlotte
Posted on: May 1, 2025

Job Description:

FSO - Consulting - Life Insurance - Sales Performance Management (SPM) Strategy - Senior ManagerLocation: AtlantaOther locations: Anywhere in RegionDate: Jan 12, 2025Requisition ID: 1556740At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.The exceptional EY experience. It's yours to build.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.The opportunityOur Life Insurance Transformation practice is currently hiring for a Senior Manager for our Sales Performance Management (SPM) team to help our insurance clients optimize their producer management and commissions/ compensation effectiveness through a combination of technology, strategy, and process improvements. This role will focus on transforming SPM operations, and distribution, with a particular focus on helping clients drive measurable results from their agent workforce. In this position, you will have the opportunity to advise clients on their sales performance management strategies, design compensation models, and drive the adoption of best-in-class SPM tools and technologies.Your key responsibilities

• Provide thought leadership in producer management and compensation in Insurance helping redesign and consolidate compensation structures for Insurance clients.
• Lead large, multi-phase Sales Performance Management (SPM) transformation projects, managing client expectations, building project teams, and overseeing scope, risks, budget, and timelines.
• Advise clients on the design and implementation of SPM strategies, processes, systems, and technology solutions, aligning these with business objectives and goals.
• Assess client needs and performance gaps using best practices and innovative approaches, providing tailored recommendations for process improvements, technology integrations, and performance management enhancements.
• Manage and oversee the quality of deliverables, ensuring exceptional performance and client satisfaction throughout the project lifecycle.
• Provide regular project status reporting, including progress metrics, billing, and client updates.
• Document engagement details thoroughly, ensuring clarity and transparency in project execution.
• Exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
• Developing solutions to complex problems.
• Recommending changes to policies and establishing procedures that affect immediate work areas and possibly the business function within your own area or department.You will also be expected to travel regularly as required by external clients and manage client relationships with daily interactions.Skills and attributes for success
  • Proven ability to lead engagement delivery and manage program/project management.
  • Strong client relationship management skills, with the ability to identify sales and new opportunities.
  • Experience in developing resource plans and budgets for whole engagements.To qualify for the role, you must have
    • A Bachelor's degree (4-year degree), with a master's degree preferred in computer science, Management information systems, or related disciplines.
    • 10+ years of sales performance management, agent compensation, or related consulting fields.
    • Typically, no less than 5 - 7 years of relevant experience within the Insurance industry (preferably life & annuities, group benefits, individual life, or retirement services).
    • Proven experience with strategy and technology transformation projects, with a focus on improving sales performance and processes.
    • Experience with SPM tools and technologies (e.g., SAP - Commissions, Varicent, Anaplan etc.).
    • Strong oral and written communication skills including executive presentation skills
    • Experience assessing and designing compensation plans, processes, systems, and associated technologies
    • Understanding of Insurance and Annuities products and life cycle processes
    • In-depth understanding of sales incentive compensation models, sales forecasting, pipeline management, and sales operations.
    • A track record of supporting client relationships, including business development and sales activities such as proposals, presentations, and pitches.
    • Demonstrated ability to develop thought leadership, points of view, and industry perspectives on SPM topics.
    • Strong people management skills with experience in mentoring and coaching junior team members.What we look forWe are looking for individuals who demonstrate a blend of technical expertise and business acumen, with a proven track record of leading technology transformation projects. Top performers in this role typically exhibit strong leadership skills, are adept at problem-solving, and possess the ability to navigate complex organizational dynamics effectively.What we offerWe offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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Keywords: Ernst & Young Advisory Services Sdn Bhd, Charlotte , FSO - Consulting - Life Insurance - Sales Performance Management (SPM) Strategy - Senior Manager, Executive , Charlotte, North Carolina