The Role
As Defined Contribution Sales - LifeSight US Pooled Employer Plan (PEP), your main focus will be driving growth of WTW’s LifeSight PEP. You will work hand in hand with sales and product leaders to execute on our commercialization plan, engaging key sellers/buyers and reinforcing our brand in the market. You will report to the LifeSight US Sales Leader.
Specific responsibilities:
Collaborate with other WTW leaders to drive LifeSight opportunities with existing clients
Secure new clients for WTW
Manage a robust pipeline, including regular reporting to stakeholders
Lead sales pitches and responses to competitive proposals, including managing a library of supporting content in coordination with WTW’s proposal writing team
Support development of internal and external content supporting sales
Drive colleague education and sales engagement activities
Manage coordination between sales and operations teams, with emphasis on seamless onboarding experience
Lead approach to market intelligence gathering and communication
Collaborate with LifeSight solution leaders to advise future innovations based on market intel
Key Metrics:
PEP sales growth in line or exceeding PEP business plan
Build out and tracking of PEP pipeline - strong sustainable pipeline (3x sales goals)
Engagement of internal stakeholders - other business leaders and client leads in Retirement and Investment, along with CRB and H&B
Key Working Relationships:
LifeSight US leadership team, non-US LifeSight team, US Retirement and US Investments leadership teams.
US Retirement, Investments, H&B, CRB Sales & Marketing Client and Content Leads
The Requirements
7+ years of relevant US retirement plan experience, including 5+ years of experience with sales and US defined contribution plans
Proven ability to manage robust pipeline
Proven track record of generating new revenue with plan sponsors, or organizations in the target market
Deep knowledge of the US defined contribution plan market, including administration and investments
Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
Demonstrable and well developed written and oral communication skills with proven ability to present to senior and executive leadership
Flexibility to travel on an as needed basis which could be quite frequent depending on market demands
EEO, including disability/vets (https://cdn-static.findly.com/wp-content/uploads/sites/1240/2021/06/14082050/EEO-Policies-for-WTW-Careers-site-2021.pdf)