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EY FSO - Consulting Life Insurance Sales United States, New York, New York 897017248
29.01.2025
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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. You will work alongside clients to solve their most complex sales performance challenges, gaining exposure to cutting-edge tools and techniques, as well as a variety of industries and business models. There are also opportunities to collaborate with leading technology platforms in shaping their roadmap and supporting client implementations.
Your key responsibilities
- Lead workstreams for 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.
- Support business development efforts and participate in pursuits, proposal writing, and client presentations in the Sales Performance Management space.
- Build connections with SPM solution providers and clients to drive growth of EY’s SPM practice.
To qualify for this role you must have
- Bachelor’s degree in Computer Science, Management Information Systems, Business or related disciplines
- Insurance industry (preferably life & annuities, group benefits, individual life, or retirement services) experience
- 7+ years of experience in sales performance management, agent compensation, or related consulting fields.
- 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, RegEd, Vertafore 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.
- Strong people management skills with experience in mentoring and coaching team members.
- Ability to travel to client sites as necessary.
Ideally, you’ll also have
- A Master’s degree in Business Administration, Management Information Systems, or related disciplines.
- Experience in roles such as SPM Solution Architect, or SPM Consultant.
- Experience in program/project management within an on-shore/off-shore model, working with clients and third-party vendors.
- Experience with Agile project management and transformation initiatives involving legacy system migrations or technology upgrades.
- Familiarity with advanced analytics and performance measurement methodologies in the context of sales teams and performance management.
What we offer
We 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. The base salary range for this job in all geographic locations in the US is $127,100 to $233,000. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $152,500 to $264,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. 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.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
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