Distributor Onboarding Lead

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

Experience and Education Requirements

• Bachelor's degree in Business Administration, Project Management, Human Resources, or related field
• 2+ years required, 5 years preferred in Project Management or similar experience, within insurance, financial services, or similarly regulated industries
• Demonstrated ability to collaborate effectively across cross-functional teams while managing multiple projects simultaneously
• Proven track record of establishing and managing repeatable processes or programs
• Experience driving change in regulated environments
• Experience interfacing with external business partners

Knowledge, Skills, and Abilities

• Strong organizational skills with ability to manage multiple onboarding instances simultaneously while maintaining attention to detail
• Direct experience of both Financial Institution and IMO distribution, with knowledge of related functions (order entry, data feeds, contracting, operational systems, etc.)
• Demonstrated ability to create standardized, scalable processes and document them effectively
• Excellent written and verbal communication skills with ability to interact professionally with agents, executives, and cross-functional teams
• Strong analytical and critical thinking skills to work effectively in ambiguous situations and demonstrated success to drive detail and clarity, with ability to identify issues and develop practical solutions
• Advanced skills in Microsoft Office Suite (Excel, PowerPoint, Word); experience with project management tools (e.g., Jira, SmartSheet) and CRM systems
• Ability to lead meetings, training sessions, and presentations effectively
• Exceptional ability to prioritize tasks, meet deadlines, and manage competing demands while thriving in a fast paced environment with multiple high-priority, high-visibility initiatives
• Strong interpersonal skills and ability to collaborate with diverse stakeholders, building trusted partnerships that drive results and meet critical deadlines
• Ability and willingness to learn new skills and adapt to new information and technology platforms

Other Requirements

• Ability to travel occasionally (up to 10%) for onboarding events or team meetings
• Self-motivated with ability to work independently and take initiative
• Adaptable and comfortable working in a fast-paced, changing environment
• Demonstrated commitment to providing exceptional customer service to internal and external stakeholders

#LI-JB1

#LI-Remote