Partnerships Associate

We are looking for a detail-orientedPartnerships Associateto join our Distribution Management this role you will be the primary engine driving our independent distribution channel. You wont just help manage distributor accounts; you will be responsible for the First Mile of the partner experience. This means ensuring our BGAs IMOs and independent agents have a smooth onboarding experience and the ongoing support needed to grow their business. 

You will sit at the intersection of sales operations and technology helping us scale our mission to reinvent the life insurance buying process by making it 100% digital easy to understand and accessible to everyone. 

Qualifications :

Responsibilities  

• Scalable Onboarding:Support the end-to-end onboarding of new distribution partners. You will support contracting setup and ensuring agents are Ready to Sell with speed and precision. 

• Partner Enablement & Support:Act as the Internal Advocate for our partners. You will troubleshoot external and internal inquiries that arise; and provide white-glove support for distribution partners on the eApp product and more. Proactive agent engagement to spur production and respond to inquiries. Your role is crucial in removing friction for agents to ensure efficient sales efforts. 

• CRM Operations:Maintain a Source of Truth inHubSpot. You will manage the health of our partners database ensuring every interaction is logged and every lead is tracked with meticulous accuracy. 

• Training Webinar Support:Scheduling & Support Training webinars we provide for distribution. Creating and distributing marketing tools and cheat sheets to help partners use our platform.  

• Data Storytelling & Reporting:Harness the power ofExcel (VLOOKUPs Pivot Tables)to generate and analyze distribution trends. You will turn sales data into digestible recurring reports with actionable insights for our partners and internal teams. 

• Market Intelligence:Keep a pulse on the independent life insurance landscape monitoring competitor shifts and identifying how we can better support our distribution and carrier partners. 

What Were Looking For 

• The Generalist Mindset:You are comfortable wearing multiple hatsfrom relationship manager to project coordinator operations wizard. 

• Prior Experience:You have13 years of experiencewithin a Life Insurance Carrier BGA or Agency. You understand the language of insurance and want to apply it in a modern fast-growing organization. 

• Excel & CRM User:You have experience working with spreadsheets. You know your way around a CRM and can quickly learn and enhance our current system. You dont just enter numbers; you have the skills to do some basic to intermediate Excel maneuvering.  

• Operational Execution:You are obsessed with the Little Things. Whether its being super responsive to agent inquiries following up on key meeting takeaways or loading key business systems you know how to execute. 

• The Figure-it-Out Factor:You thrive in an environment where not every process is written down. You are proactive curious and motivated by the chance to build something better. 

• Experience: 13 years of experience in sales development marketing or any life insurance function.  

• Code-switch: ability to speak both life insurance/business/sales aspects and also understand some technology components of an insurance technology company. 

• Technical: Some proficiency inExcel(pivot tables vlookups) and experience with aCRM(Salesforce/HubSpot). 

• Life Licensed : or ability to obtain aLife & Health Licensewithin the first 120 days (the company usually pays for this) 

Additional Information :

What We Offer 

• Competitive salary with equity options
• Robust health dental and vision benefits for employee and dependents
• 401k matching contributions
• Generous PTO policy

• Provided work-from-home equipment 

• Work at a supportive and fast-growing startup with a fantastic team   
• Environment to learn from other team members grow a business from the ground up.    
• Support in developing your skills and accelerating your career quickly.  
• Opportunity to make an impact in the lives of tens of millions of consumers and get families the protection they need.   

Afficiency is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

Remote Work :

Yes

Employment Type :

Full-time