VP, Sales Intelligence & Enablement

About Us:

We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact.

About the Role:

We're looking for a Vice President of Sales Intelligence & Enablement responsible for the overall strategy, performance, and execution of retail sales enablement, analytics, and competitive intelligence across our life insurance and annuities business.

This Vice President of Sales Intelligence & Enablement provides executive leadership as a member of the Retail Executive Leadership Team and serves as the senior point of accountability for equipping marketing and distribution teams with the tools, insights, and capabilities needed to drive revenue growth, productivity, and market competitiveness.

This role will lead and develop Sales Development & Analytics, Competitive Intelligence and Sales Enablement teams including Training, while partnering closely with Sales, Marketing, Strategic Accounts, Product, Operations, IT and executive leadership to deliver integrated, scalable solutions across the enterprise.

What You'll Do:

Sales Intelligence &Enablement Strategy and Leadership

• Establish and execute the enterprise sales intelligence and enablement strategy, aligned with distribution priorities and top-line growth objectives
• Develop a best-in-class enablement model that enhances field productivity, sales effectiveness, and advisor engagement across channels
• Deliver actionable insights through sales analytics, performance reporting, and competitive intelligence to inform decision-making at all levels
• Serve as a strategic advisor to Sales and executive leadership on market and technology trends, sales performance, and business opportunities
• Act as a key liaison between the Retail team and the enterprise IT team related to data, technology, reporting and enablement needs.

Team Leadership & Development

• Lead, coach, and develop the AVP of Sales Development, Director of Sales Analytics, Senior Competitive Intelligence Analyst, and other senior-level analytics and enablement talent
• Build a high-performing, data-driven organization with strong capabilities in reporting, insights generation, training, content development and technology implementations
• Set clear performance expectations, goals, and accountability metrics for all enablement and intelligence functions
• Foster a collaborative, innovative culture focused on continuous improvement, knowledge sharing, and business impact
• Support talent development, succession planning, and organizational design aligned with business growth

Sales Enablement & Field Effectiveness

• Design and oversee the delivery of sales enablement programs including onboarding, training, playbooks, and ongoing development for wholesalers and distribution teams
• Ensure alignment of messaging, tools, and resources across Sales, Marketing, and Product to support consistent and effective field execution
• Partner with Sales Leadership to identify capability gaps and implement targeted training and coaching frameworks
• Enhance advisor and agent experience through streamlined, scalable enablement solutions and tools
• Measure and optimize the effectiveness of enablement initiatives through defined KPIs and feedback loops

Sales Analytics & Performance Insights

• Oversee the development and delivery of enterprise sales dashboards, reporting frameworks, and performance analytics
• Translate complex data into clear, actionable insights to support business planning, resource allocation, and strategic decision-making
• Establish standardized metrics for sales performance, productivity, and channel effectiveness
• Partner with Finance, Sales Leadership, and Distribution teams on forecasting, pipeline management, and performance reviews
• Drive continuous improvement through data-driven recommendations and performance optimization strategies

Competitive Intelligence & Market Insights

• Lead competitive intelligence efforts, including market analysis, product positioning assessments, and competitor benchmarking
• Provide strategic insights on market trends, distribution dynamics, and emerging risks/opportunities
• Equip Sales and Marketing teams with competitive positioning, battlecards, and differentiated messaging
• Partner with Product and Marketing to inform go-to-market strategies and product development priorities
• Ensure intelligence is proactively shared across leadership to inform enterprise strategy

Enterprise Partnership & Cross-Functional Collaboration

• Partner closely with IT, Sales, Marketing, Product, Operations, and Distribution leadership to align enablement and intelligence strategies with broader business initiatives
• Support go-to-market initiatives, product launches, and distribution expansion strategies
• Ensure consistent communication and alignment across all stakeholders
• Become a key representative for the Retail organization in the Demand Intake process

Operational & Risk Awareness

• Maintain awareness of regulatory, compliance, and operational considerations within a life insurance and annuities environment
• Partner with Compliance, Legal, and Operations to ensure all enablement materials and communications align with internal policies and regulatory requirements
• Support governance, reporting, and risk management processes related to sales activities and performance tracking
• Ensure disciplined and accurate use of data, reporting, and analytics across the organization

What You'll Bring:

• 10+ years of experience in sales enablement, sales analytics, business intelligence, and distribution strategy within life insurance, annuities, or financial services
• Proven leadership experience managing multi-functional teams across analytics, enablement, and intelligence functions
• Strong background in sales operations, reporting, forecasting, and performance management
• Demonstrated ability to translate data into actionable business insights and strategies
• Experience supporting national distribution teams, wholesalers, or institutional sales channels
• Excellent leadership, organizational, problem-solving, and decision-making skills
• Exceptional written, verbal, and presentation communication skills
• Ability to adapt to a fast-paced, dynamic environment and manage competing priorities
• Ability to travel for business as needed

Technical Skills

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Advanced analytics and reporting capabilities, including dashboarding and KPI development
• Experience with CRM systems, sales performance tools, and business intelligence platforms (e.g., Salesforce, Tableau, Power BI)
• Ability to synthesize large, complex datasets into executive-level insights
• Familiarity with marketing attribution and sales enablement tools preferred

Core Competencies

• Strategic Leadership: Develops and executes enterprise enablement and intelligence strategies aligned with growth objectives
• Business Acumen: Understands financial drivers, distribution dynamics, and market trends
• Data-Driven Decision Making: Leverages analytics to inform strategy and performance improvement
• Team Development: Builds and leads high-performing, cross-functional teams .
• Communication & Influence: Effectively influences stakeholders across all levels of the organization
• Innovation & Continuous Improvement: Drives scalable solutions and process enhancements
• Problem Solving & Judgment: Navigates complex business challenges with sound decision-making

What We Offer:

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next
• A competitive variable compensation package with a base range of $225,000 - $300,000 annually
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Remote/hybrid work arrangement; currently residing in or relocation to Austin, TX strongly preferred.

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.

We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.