1 день назад
Director, Institutional Health
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Institutional Health (Medicare/Financial Services): Building and scaling institutional Medicare distribution strategies across financial institutions and enterprise partners with an accent on partnership growth, integrated solutions, and client journey optimization. Focus on securing enterprise relationships, designing scalable referral and service models, aligning cross-functional stakeholders, and driving revenue through partner activation, conversion, and retention.
Location: Lincoln, Nebraska, United States
Company
is an independent distributor of life, health, and wealth insurance products with an insurtech focus, serving independent agents and clients nationwide.
What you will do
- Define and execute a scalable Medicare distribution strategy across institutional channels, including wealth firms, RIAs, and broker-dealers.
- Build and deepen executive relationships with institutional partners and serve as the senior point of contact for key accounts.
- Connect Health, Wealth, Life, and Annuities distribution channels to deliver integrated partner solutions.
- Shape end-to-end Medicare solutions, including referral models, advisor engagement, and virtual, call center, and hybrid service delivery.
- Optimize the Medicare client journey from referral through enrollment and establish scalable operating processes and performance metrics.
- Own institutional Medicare revenue growth and monitor partner activation, referral flow, conversion, and retention.
Requirements
- 8–12+ years of experience in institutional distribution, financial services, insurance, or Medicare solutions.
- Experience managing and growing enterprise-level partnerships.
- Strong executive presence and the ability to influence senior internal and external stakeholders.
- Deep understanding of wealth management, advisor ecosystems, or Medicare.
- Experience leading cross-functional initiatives in a matrixed environment and building scalable growth strategies.
- Exceptional communication, presentation, strategic planning, and execution skills.
Culture & Benefits
- Family-like work environment with a people-first culture.
- Career development opportunities within a hyper-growth company.
- Competitive compensation and benefits for employees and their families.
- Support for serving clients in person, by phone, and online across the United States.
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