Manager, Insurance Sales Operations (Northeast hybrid or remote)

Who We Are:  

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

The Sales Operations Manager will work with our Regional Sales Leaders. You will support business lines in P&C, Corporate Benefits & Life, and Wealth & Retirement. Your goal is to optimize sales processes, manage sales data, and enable the sales team to perform at their best. You will be responsible for improving operational efficiency, providing analytical support, and assisting with strategy execution to help the organization achieve its sales goals. This role does not have direct reports and is not a sales role. 

This is a full-time position, ideally working hybrid from one of our Northeast offices in NY, NJ or New England. We will consider a remote option for qualified candidates who can occasionally report to one of these offices.

Essential Duties and Responsibilities:

Operations & Optimization:

• Provides sales strategy support, analyzes processes and provides recommendations to Regional Sales Leaders regarding best practices.
• Analyzes, refine, and implement effective sales processes to improve efficiency and results.
• Coordinates sales meeting agendas and follow-up with minutes and action items.
• Runs reports to use in presentation decks for meetings, including regional sales calls, town halls, and corporate meetings.
• Serves as the main point of contact for Producers regarding sales reporting discrepancies; escalate to Regional Sales Leader as appropriate.
• Acts as a liaison between sales, marketing, finance, and product teams to ensure alignment with company objectives.
• Supports the implementation of new sales tools and technologies in collaboration with our Sales Enablement team.
• Attend and present metrics in monthly meetings and sales calls which could include senior leadership from various depts.

Sales Forecasting & Planning:

• Assists in the development of sales forecasts and monitor pipeline performance.
• Works closely with finance and sales leadership to ensure accurate forecasting.
• Supports the development of annual sales targets and quotas.

Data Analysis & Reporting: