Sales Enablement Manager

Sales Enablement Manager

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products.  We achieve this by being a caring and trusted partner who delivers outstanding customer service. 

Join our Marketing team and enjoy having the opportunity to develop and grow the tools and programs to support our distribution channels in alignment with our business plan objectives. A strong candidate will build relationships to understand and support the needs of our business.

Job Summary

The Sales Enablement Manager is responsible for developing programs and initiatives that enable customer-facing teams to increase the efficiency and effectiveness of sales and marketing for United Heritage Life Insurance Company. This position will lead the conception, development, production, delivery, and maintenance of sales assets, tools, and ongoing learning and development programs. This position will also be responsible for agent communication, profiling and leveraging technology, when possible. In a nutshell, the Sales Enablement Manager will create content and work with agents and agencies, internal colleagues of all levels, and outside vendors which will require tact and diplomacy requiring strong knowledge of practices and procedures as outlined by the Company. 

Primary Responsibilities

• Supports the corporate marketing efforts in the pursuit of growth objectives in alignment with the company’s primary business plan objectives. 


• Develops and maintains a sales enablement plan in collaboration with all departments and establishing KPIs in alignment with the company’s goals and objectives. 


• Utilize business intelligence tools to identify industry developments and opportunities, effectively communicating these to appropriate individuals in the organization.  


• Compile marketing representative feedback related to company obstacles and coordinate inter-departmentally to resolve. 


• Maintain agency profile information, leveraging technology when possible. 


• Review, update, and create content for the public & agent websites and social media.  


• Maintain and coordinate agency training & onboarding engagements including planning, scheduling, promoting, and creating experiences to increase agent engagement and enhance the agent onboarding process. 


• Research, develop, implement, and manage innovative sales tools that support the agent field force and ease of doing business 


• Assist executives as needed in developing new products and services. 

Knowledge and Skill Requirements

• Bachelor’s degree required; LOMA designation a plus 


• Knowledge of the Life insurance business and products. 


• Clear and effective verbal and business writing skills, with the capability of communicating information at an advanced level. 


• Ability to compile and analyze data 


• Ability to employ industry related metrics for effective management and reporting. 


• Ability to multi-task, organize and prioritize workload in a fast-paced environment. 


• Attention to detail 


• Exceptional planning and organizational skills 


• Experience successfully leading others 


• Proficient and aware of social media platforms, ecommerce, and digital marketing strategies 


• Proficient in Microsoft Suite; Outlook, Word, PowerPoint, Constant Contact, DocuSign & Adobe Acrobat Pro; Strong Excel skills necessary.  


• Ability to learn company specific software. 


• Occasional travel for company-sponsored events and agency visits. 


• Expressive of United Heritage core beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible” 

Working Conditions

Work is performed in an office environment. May sit for long periods of time. Visual acuity to perform reading and computer functions. Expected to work on outside activities, i.e., some travel required to off-site meetings and Company involved community activities. 

Workplace Culture and Benefits 

United Heritage Financial Group is an established and growing company. We offer a flexible work environment and pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority.  

This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience! 

All employees will be subject to a criminal and credit background check as a requirement of employment. 

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