Job Description
Job Summary
The Distributor Onboarding Lead is responsible for driving enablement through seamless distribution onboarding for new IMO and Financial Institution channel distribution partners, as well as new offerings within existing distribution. They will ensure operational readiness across internal and external stakeholders, acting as quarterback for high-visibility distribution launches, and reduce time-to-revenue for new partners. The Distributor Onboarding Lead will own the onboarding program by developing and executing standard processes, ensuring consistency, efficiency, and successful launches while maintaining compliance with regulatory and corporate guidelines.
Duties and Responsibilities
Program Development & Management
- Lead distributor onboarding by collaboratively develop, implement, and effectively manage a scalable, repeatable distribution partner onboarding program that supports:
- New distribution partner relationships across F&G’s Retail sales channels
- Expanded products/services in existing distribution (add a product, line of business, new state availability launch & testing, etc.)
- Supporting as needed for distribution partner mergers, acquisitions, and large block transfers
- Drive program consistency by standardizing operating procedures (SOPs), workflows, and templates as appropriate
- Ensure operational readiness by implementing new onboarding programs, consisting of: creating and managing project plans, tracking key milestones, and reporting in a timely fashion to key stakeholders
- Continuously evaluate and improve the onboarding program based on stakeholder feedback, data analysis, and industry best practices
Onboarding Facilitation & Coordination
- Lead onboarding efforts by coordinating with multiple departments (e.g. Compliance, Operations Relationship Management, IT, etc.) as well as external distribution partners to schedule and facilitate onboarding sessions, check-in meetings, and small group planning discussions
- Reduce time-to-revenue for new partners by ensuring timely progress through the onboarding program through milestone monitoring and stakeholder management
- Monitor onboarding milestones and proactively address any delays or obstacles
- Navigate competing priorities across functions to drive alignment and accountability
Stakeholder Management
- Serve as the primary onboarding point of contact for executive stakeholders internally and externally
- Partner with Sales and Relationship Management to understand specific onboarding needs, gather feedback
- Communicate regularly with stakeholders regarding onboarding status, resources, challenges, and successes
- Present program performance reports and recommendations to leadership
Additional Duties
- As capacity allows, perform other functions, duties, and projects as the need arises across F&G Insurance Operations
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Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you’ll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
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