Senior Sales Engagement Specialist

Role purpose:

Reporting to the Head of Sales Governance, the Sales Engagement Specialist focuses on engaging and developing capability for our business partners selling Allianz Partners products.
This role is responsible for the development, continuous improvement, and maintenance of an end to end automated, digital training and engagement journey for our selling agents, with a focus on nurturing relationships and promoting sales.
It will entail working collaboratively with marketing, product and technical stakeholders to develop digital content to boost sales volumes, while engaging with the Account Management Team and key Partners to ensure aligned deliverables and customer-centric messages across our three lines of business including assistance, travel and international health.
Supporting the on-boarding of new partnerships and the training and engagement activity surrounding this will play a key part in this role.
This role is unique in that it sits across multiple aspects of the learning cycle and will involve needs analysis, instructional design and execution but most importantly the delivery of a digital journey to support the engagement lifecycle of large volume partners and selling agents across all products.

Key responsibilities include:

Campaign Strategy and Planning
• Develop and implement comprehensive B2B engagement strategies using tools like Adobe Marketing or Salesforce.
• Design personalised digital journeys that leverage data-driven insights to deliver targeted marketing messages.
• Provide support for projects that involve partner sales changes.
 

Journey Building and Automation
• Create and manage automated and impactful marketing journeys in that deliver personalised messages across various touchpoints (LMS, email).
• Utilise tools such as Journey Builder, Email Studio, Mobile Studio, and Social Studio to execute campaigns.
• Implement A/B testing and optimise journeys based on performance data.
• Apply a passion for sales and sales improvement and the ability to work with both internal and external stakeholders to deliver results.
• Ability to investigate and streamline our customer engagement journey through business mapping analysis. • Support the coordination of audience targeting and segmentation strategies for sharp and effective digital campaigns.

Performance Analysis and Reporting

• Monitor and analyse campaign performance metrics using Analytics Builder.

• Develop and generate reports and provide insights to improve future marketing efforts.

• Present findings and recommendations to both internal and external stakeholders.
• Working towards sales metrics is crucial, as is an innovative and creative mindset.

Stakeholder Management
• Build rapport and maintain relationships with key partners, both at a retail and support level.
• Effectively work within an autonomous, remote environment to provide support and positive reinforcement to partner selling agents to contribute to sales growth.
• Actively use collaboration tools, including digital technologies, to engage diverse audiences in solving problems and improving services.
• Build cooperation and overcome barriers to information sharing and communication across teams and units.
• Development of strong business relationships requiring proactive determination of customers’ needs and a solution-based work ethic.

As the successful candidate you will be able to show:

• Hands-on experience in marketing automation tools/CRM, e-commerce, and/or communications (e.g., Klaviyo, Canva).

• Adobe Campaign or Salesforce Marketing Cloud certifications preferred (e.g., Marketing Cloud Email Specialist, Marketing Cloud Consultant).

• Knowledge of HTML, CSS and basic coding for email templates.

• Exhibit a genuine passion for unravelling the customer journey and leveraging automated communications to enhance every step.
• Strong understanding of insurance, service products and compliance or insurance sales in B2B or B2C environment.
• Understanding of the sales process, sales skills and successful sales techniques.
• An eye for effective design, graphic balance, and the impact of layout and messaging in communication materials.

• Thrive in a dynamic environment, embracing change, navigating ambiguity, and consistently delivering high-quality work.

49136 | Sales & Distribution | Professional | Non-Executive | Allianz Partners | Full-Time | Permanent

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