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Defined Contribution Sales - LifeSight US
Defined Contribution Sales - LifeSight US-March 2024
Charlotte
Mar 29, 2026
About Defined Contribution Sales - LifeSight US

  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)

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