Distribution Experience Manager

About Us

Equi Trust Life Insurance Company is a national carrier of competitive, client‑friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit.

Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

The Distribution Experience Manager is responsible for management, development, control and oversight of a team of Sales and Marketing professionals. This position works closely with members of the Sales and Marketing team and performs both leadership and management functions. The Distribution Experience Manager must conduct duties in line with Equi Trust’s values of Integrity, Leadership, Accountability, Teamwork and Passion.

The Manager of Distribution Experience leads governance of distribution hierarchies, commission structures, commissions, succession rules, marketing organization guidelines, sales programs, and white‑glove service initiatives. Self‑owner of distribution management functionality within the Company’s system, the manager directs governance, analytics, program administration, exception management and improvement. The role owns strategy, design, administration and evolution of distribution management and sales programs.

• Team Leadership and People Management
  • Manages employees, responsibilities include hiring, termination, promotions, performance appraisals, task allocation, problem resolution, and day‑to‑day leadership.
  • Provides leadership, guidance and support to team members responsible for analytics, reporting, program administration and operational execution.
  • Fosters collaborative, customer‑focused and results‑oriented team environment aligned with Equi Trust’s core values.
  • Ensures team resources, workloads and priorities are managed to meet departmental and company objectives.
• Duties and Responsibilities
  • Partners with Sales leaders to design, administer and evolve distribution management policies and sales programs.
  • Manages administration of sales programs, enhancements and operational updates.
  • Establishes and maintains distribution governance policies, rules and standards related to hierarchies, commissions, succession planning, marketing organizations, institutional distribution firms.
  • Reviews and approves hierarchy changes, commission level changes, succession arrangements and exception requests in partnership with Sales leadership.
  • Monitors production levels, compensation thresholds and distribution performance metrics influencing commission tiers, bonuses and program eligibility.
  • Serves as business owner for distribution management system, defining requirements and prioritizing enhancements.
  • Develops white‑glove service models and partners with Business Administration on execution.
  • Leads cross‑functional coordination of program implementation, enhancements, communications and operational support.
  • Provides leadership with ad‑hoc analyses and data presentations for strategic planning.
  • Supports the Sales and Marketing team and other departments as needed.
  • Willingly takes on other responsibilities to accomplish department and company objectives.

• Bachelor’s degree in Business Administration, Marketing, Finance or related field required.

• Minimum 5 years experience in sales analytics, compensation, sales operations, program management or financial services required.
• Experience in independent (non‑captive) marketing organization distribution channel.
• Minimum 1 year experience in a manager or supervisor role.
• Experience in financial institution (banks and broker dealers) distribution channel preferred.

• Strong analytical, organizational and problem‑solving skills.
• Understanding of independent distribution models, compensation structures and related calculation methodologies.
• Excellent…