Sales Territory and Platform Specialist

Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You’ll Work With
This role will engage and inspire the Corebridge's Financial Distributors sales teams in a culture that values delivering on commitments, learning and collaboration.  The role also works across functions and will report to the VP Sales Enablement & Platforms.
 
About the Role
The Sales Territory and Platforms Specialist will collaborate with sales teams to manage both territory processes and optimization of our sales platforms. This role will be instrumental in ensuring data integrity across CRM systems for territory boundaries, hierarchies, and assignments within Financial Distributors. The ideal candidate is detail-oriented, collaborative, and capable of translating business needs into operational and technical solutions. The ideal candidate is passionate about learning, creative in problem-solving and eager to help.  As a key player on a small team, the candidate has the opportunity to make significant impact and add value to the business.  

Responsibilities

Sales Platform Support:

• Serve as liaison between Sales teams and system administrators to improve user experience. Plan, allocate and track resources needed for projects.
• Collaborate with key stakeholders to understand business requirements and ensure system tools and applications meet the needs of the business and deliver value.
• Monitor, evaluate, and analyze performance and outcomes of target initiatives. Identify areas of improvement or innovation.
• Problem-solve, trouble-shoot and respond to ad hoc issues and concerns from sales team.
• Participate in system testing, UAT, and documentation efforts during platform enhancements and rollouts.
• Strategize, implement, and execute digital applications across Financial Distributors.
• Establish and develop best practices for digital tools across the business unit.
• Plan, allocate and track resources needed for projects.
• Facilitate training, learning and knowledge sharing opportunities with stakeholders and team members
• Stay ahead of digital trends to ensure platforms tools remain impactful.
• Proficient in using native Salesforce tools to create intuitive dashboards and actionable insights, while driving user adoption through Salesforce reporting tools, streamlined workflows, and platform functionality that align with sales needs.

Territory Management Coordination:

• Collaborate with sales management to develop rules, monitor status, and implement resolutions to the current issues within the wholesaling ecosystem as they relate to territory assignments, realignments, and exceptions.
• Ensure accurate territory management within sales platforms such as Salesforce and other internal applications.
• Enhance and drive use of mapping tools such as Salesforce maps and Maptitude to help develop insightful heat maps to optimize wholesaling workflows.
• Manage and refine large data sets to ensure clean, actionable data within sales platforms like Salesforce.

• Identify and resolve duplicates, inconsistencies, gaps by leveraging Excel, and cross-referencing public resources to drive data integrity for sales teams.

 
Skills and Qualifications

• Experience collaborating cross-functionally, including with IT and marketing, to engage, influence, and inspire partners and stakeholders to drive collaboration and alignment.
• 3-5 plus years of experience working with financial services sales teams to deploy and adopt technology solutions.
• Experience with Salesforce, territory management tools, mapping software is desired.
• Prior experience with Cognos, Qlikview, SQL is a plus.
• Ability to prioritize, multi-task, work independently, maintain work quality and achieve goals in a fast-paced dynamic environment.
• Proactive and self-starter, ability to think critically with a problem-solving mindset.
• Bachelor’s degree with relevant coursework or equivalent experience.
• Must possess strong communication skills (both oral and written) to work closely with sales management and other business teams.

Compensation

The anticipated salary range for this position is $85,000-$90,000 at the commencement of employment.  Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications. In addition, we offer a full range of competitive benefits.

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

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