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Sales Enablement Specialist 

Position Summary

The Sales Enablement Specialist supports producer growth and sales performance by managing sales systems, training initiatives, marketing resources, and business analytics. This role serves as a bridge between sales, marketing, operations, and leadership to ensure producers have the tools, training, and insights needed to drive consistent results and improve client engagement.

Key Responsibilities

Sales Systems & Tools

• Administer and support sales enablement platforms, CRM systems, and producer tools.
• Ensure producers are properly utilizing systems, workflows, and reporting tools.
• Identify opportunities to improve sales processes through automation, technology, and operational efficiencies.
• Coordinate onboarding and training for new sales tools and platform enhancements.
• Maintain sales playbooks, workflows, and process documentation. 

Producer Training & Development

• Coordinate and deliver producer training programs focused on sales processes, prospecting, relationship management, and pipeline growth.
• Monitor participation and engagement in sales meetings, coaching sessions, and training initiatives.
• Partner with leadership to identify development opportunities for producers at varying performance levels.
• Manage producer progression based on engagement and analytics.
• Support accountability initiatives related to sales activity, CRM usage, and producer performance expectations.
• Assist in organizing workshops, webinars, and sales education events. 

Marketing Material Library

• Manage and maintain a centralized library of approved marketing materials, presentations, proposals, and sales collateral.
• Ensure branding consistency and easy access to current resources across all teams.
• Collaborate with marketing to develop sales support materials tailored to target industries and client segments.
• Organize content updates and retire outdated materials as needed.
• Support producers with customized presentations and marketing requests.
• Develops and distributes internal communications for sales wins, production tracking and monthly newsletter. 

Business Analytics & Reporting

• Track and analyze producer performance metrics, pipeline activity, retention trends, and sales results.
• Create dashboards and reports for leadership to support strategic decision-making.
• Identify trends, gaps, and opportunities to improve sales effectiveness and operational performance.
• Assist in forecasting and reporting initiatives related to growth and revenue goals.
• Provide insights and recommendations based on sales and operational data. 

Qualifications

• Bachelor's degree in Business, Marketing, Communications, or related field preferred.
• 3+ years of experience in sales enablement, sales operations, marketing support, or related role.
• Strong understanding of CRM systems, sales platforms, and reporting tools.
• Experience creating and managing training resources and sales documentation.
• Strong organizational skills with attention to detail and project management capabilities.
• Ability to analyze data and translate insights into actionable recommendations.
• Excellent communication and collaboration skills. 

Preferred Skills

• Experience within the insurance or financial services industry preferred.
• Proficiency with CRM platforms, Microsoft Office Suite, analytics dashboards, and presentation tools.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving mindset with a focus on continuous improvement. 

Success Measures

• Increased producer engagement and tool adoption.
• Improved sales process consistency and reporting accuracy.
• Effective management and utilization of marketing resources.
• Enhanced visibility into business performance through analytics and reporting.
• Support of producer growth, retention, and operational efficiency.

Salary: $60,000.00 to $70,000 annually plus bonus

Open to in-office, hybrid or remote