The Sr. Associate, Sales Enablement Strategist owns two main facets of Wholesaler Experience: Supports CRM business-management and enhancement efforts for Distribution Sales, and collaboration/facilitation of adoption strategies for CRM and other sales technologies utilized by our Distribution sales teams. The goal of this role is to maximize sales-team productivity by coaching through best practices that foster confident adoption of the technology. This position reports to the Sr. Director of Sales Enablement.
Responsibilities
- Owns the development and execution of tech adoption strategies and best practices for Distribution sales teams
- Aligns tech adoption strategies with sales leadership collaboration routines
- Manages wholesaler tech adoption maturity progress in conjunction with sales management
- Stays apprised of sales tech evolutions and future capabilities (i.e. CRM, AI, etc.)
- Owns enablement of core sales systems: M365 Dynamics for Sales (DRM); M365 Copilot; PowerBI
- Owns enablement of ancillary/third party sales tools (e.g. FinPro calculators, MoneyGuide, Ensight Intelliquote, etc.)
- Facilitates UAT (User Acceptance Testing) for new enhancements to sales tech
- Builds Relational Networks with Sales Teams to Maximize Competitive Differentiation
- Executes Technology Adoption Engagement Routines (i.e. holding Office Hours, ad-hoc One-on-One sessions, Team Calls & Conferences, etc.)
- Coordinates Sales Tech Strategies w/Marketing Tech to Facilitate holistic Sales Process
- Coordinates Technology Needs w/Sales Enablement Leadership for Development and Prioritization
Qualifications/Education
- Bachelor’s Degree or Equivalent Experience
- Self-starter; Driven to take Ownership
- Excellent Oral & Written Communication Skills
- Strong Interpersonal Skills & Public Speaking/Presentation Skills
- 5-10 years of experience in sales technology training
- 3-5 years of experience in Financial Services industry preferable (sales/distribution roles a plus)
- 3+ years of experience utilizing CRMs (Dynamics 365 a plus)
- Working Familiarity w/Data Visualization Tools a plus (such as PowerBI, Tableau)
- Functional fluency with AI Tools (Microsoft Copilot a plus)
Skills Required
- Bachelor's Degree or Equivalent Experience
- 5-10 years of experience in sales technology training
- 3-5 years of experience in Financial Services industry
- 3+ years of experience utilizing CRMs
- Working Familiarity w/Data Visualization Tools
- Functional fluency with AI Tools
Protective Life Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Protective Life and has not been reviewed or approved by Protective Life.
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Retirement Support — A pension plan alongside a 401(k) with employer match is repeatedly highlighted and considered a standout feature. Feedback suggests these offerings provide strong long‑term financial security.
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Healthcare Strength — Medical, dental, vision, and prescription coverage are complemented by HSA/FSA options with company contributions and wellness incentives. Feedback suggests the breadth of health benefits is comprehensive.
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Leave & Time Off Breadth — Paid time off and holidays are frequently cited as positives, with parental leave and adoption assistance available. Feedback suggests time‑off policies support work‑life balance.
Protective Life Insights
What We Do
Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,
