Life Sales Manager at Erie Insurance, training and guiding agents in life insurance sales and service. Promoting life insurance and annuity products while managing agent relationships across designated territories.
About the role
- Mortgage Sales Enablement Partner maximizing home lending processes and customer recapture through collaboration and strategic leadership in a banking environment.
Responsibilities
- Manages and scales a comprehensive Sales Enablement (Incubation Task Force) program designed to maximize Regions’ home lending recapture and harvesting capabilities
- Collaborates with Sales, Marketing, Technology, Customer Relationship Management (CRM), and Modeling to develop and implement strategies, tools and measurement capabilities to equip sales teams
- Determines appropriate strategy and actions of the Incubation Task Force to achieve target recapture and harvesting targets
- Leads strategic planning, digital strategy, business intelligence and analytics, business technology oversight, business optimization, and marketing performance management
- Designs initiatives to understand the composition and characteristics of the Mortgage, HiFi, and Home Equity customer bases
- Develops and refines CRM driven customer recapture and acquisition strategy including intelligent lead distribution
- Leverages data and technology to create innovative solutions that enhance recapture and harvesting of Home Lending production
- Assesses outcomes, identifies pertinent drivers that drive business results
- Designs industry leading experiences that provide customers simple solutions to everyday home lending problems
Requirements
- Bachelor's degree in related field or equivalent
- Eight (8) years Mortgage and Home Equity lending, marketing, and analytics work experience
- Ability to travel 10%
- Five (5) years of leading business analyst teams accountable for enhancing home lending recapture and harvesting
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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