Job Summary

Oversees the development of specialized training to customers and personnel on all Strategic Business Unit products, services, and underwriting strategy to help drive growth and profitability.

Job Accountabilities - Key Accountabilities

•  Oversees the development, research and analysis of specialized training to customers and Strategic Business Unit personnel on all products and services strategy (This includes the marketing, administration and reporting to senior management).
• Monitors results and identifies training needs for Finance & Insurance marketing plan and underwriting strategy. Sets action plan to achieve desired results.
• Oversees the development and maintenance of sales and underwriting curriculum and field resources.
• Monitors territory growth and changes to account activity (new business and current business growth) after attendance at training.
• Oversees the development and maintenance of tools to measure field adherence to the Strategic Business Unit strategy utilizing Brand Development Reviews and other methods.
• Works with sales mgmt and staff to ensure growth and profitability by providing resources to improve employee performance.
• Participates in the development and implementation of the marketing plan and value proposition for Finance & Insurance products, underwriting and claims.
• Ensures consistency with Strategic Business Unit´s strategies through periodic reviews with Strategic Business Unit personnel.
• Acts as a subject matter expert in product related issues (i.e. Field Advisory Counsel Team meetings, product development strategy meetings, etc#).
• Works with the Field Advisory Counsel Team in strategic and business development matters.
• Assists in the selections/decision of industry partners for technology tools for our field and dealer customers.
• Determines the approach for new product launches and pilots; oversees the development of field training presentations and conducts training.
• Oversees communications.
• Selects, coaches, trains & develops employees.
• In conjunction with senior management, evaluates projects through financial feasibility studies, market research and planning.
• May also develop licensing objectives, policies and programs, initiating proposals, negotiations and presentations for the acquisition of licensing opportunities and technologies.
• Responsible for overall strategy development, implementation and management of multiple markets and business segments critical to company business objectives.

Business Accountabilities

• Produce significant business opportunities with major customer/ geography / operating unit.
• Develop strategic customer relationships.
• Develop relationships with contacts with specialized expertise who can be called on for assistance and who will alert one to developing issues.
• Identify opportunities and risks associated with changes in the external environment, looking forward 2 - 5 years.
• Develop and implement annual budget for area of responsibility.
• Improve SBU/SSUs customer relations with focus on profitability and productivity.
• Recommends changes to policies, systems, products/ services to leaders.
• Ensure that appropriate documentation, implementation and communication of established policy, procedures and operating standards is completed for area of responsibility.
• Regularly monitors and evaluates activities to identify potential risks and issues of non-compliance.
• Participates or may lead risk assessment for their area of responsibility and escalates potential issues to higher management.

Job Qualifications

Required:
• Bachelor's Degree and 10 or more years of experience in the training or Sales area from insurance or financial institution background. 

OR
• High School Diploma or Equivalent and 12 or more years of experience in the training or sales area



Preferred

• Knowledge of adult learning principles and effective presentation techniques
• Advanced knowledge of strategic planning practices
• Knowledge of marketing competitive analysis tools and techniques to meet specific case requirements
• Strong knowledge of key business and industry issues influencing the organization
• Change management experience
• Management skills including planning, budgeting, coaching, interviewing/selection and performance management
• Ability to multi-task
• Experience working in a team environment
• Leadership experience
• People management experience