Agency Success Consultant

Why This Role Matters

The Agency Success Consultant ensures the accurate and timely processing of agent- and agency-related documentation in support of Delaware Life's operations. Sitting within the Sales Operations team, this role serves as a critical operational partner to agents, agencies, back offices, and internal stakeholders, driving firm mergers and acquisitions, state appointments and renewal compliance, quality control, and system enhancements. The ideal candidate is a detail-driven critical thinker who thrives in a dynamic, regulation-heavy environment, communicates clearly, and brings a positive, collaborative attitude to a team that frequently navigates change. Success in this role requires exceptional attention to detail, strong organizational skills, and the ability to manage competing priorities in a fast-paced financial services environment.

How You'll Contribute

• Firm mergers and acquisitions. Conduct up-front review, communicate with impacted areas, and process transactions end-to-end.
• Block transfers. Perform up-front review, coordinate cross-functional communication, and manage processing from initiation through completion.
• State appointments, renewals, and terminations. Process in accordance with each state's regulatory requirements.
• Quality control. Review completed cases to confirm accuracy and adherence to established standards.
• Process documentation. Develop and maintain guidelines, step-by-step instructions, and FAQ resources.
• Special projects. Own the end-to-end execution of special initiatives assigned to the team.
• System enhancements. Partner across the organization to identify and implement improvements to system functionality.
• Product and regulatory knowledge. Learn, retain, and continuously update knowledge of Delaware Life's annuity products, internal processes, and the industry rules and regulations that govern this work.
• Continuous improvement. Contribute to process improvement initiatives and cross-functional efforts within Sales Operations.

What We're Looking For

• Bachelor's degree in a related field, or an equivalent combination of education and experience.
• Four or more years of operations, customer service, or transaction-processing experience (or a combination thereof).
• Prior experience in insurance or financial services operations, particularly in agent or producer services, licensing, or appointments is preferred.
• The ideal candidate will have familiarity with state insurance department processes (appointments, renewals, and terminations) and producer licensing.
• Demonstrated ability to communicate effectively, both verbally and in writing, with internal teams and external partners including agents, agencies, and back offices.
• Strong critical thinking and problem-solving skills, with the ability to research, articulate findings, and drive issues to resolution.
• Exceptional attention to detail and comfort with high-volume, high-accuracy transactional processing.
• Proven ability to thrive in a fast-paced environment that experiences frequent change, with a flexible mindset and a positive attitude.
• Strong collaboration skills, working effectively with peers, cross-functional partners, and external stakeholders.
• Brings energy and professionalism to every interaction.

Pay

The base pay for this position ranges from $50,000/year in our lowest geographic market up to $70,000/year plus bonus in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits

• Comprehensive health, dental, and vision insurance plan options for employees who meet benefit eligibility guidelines and work 30 hours or more weekly.
• Basic and Supplemental Life Insurance, Short and Long-Term Disability for eligible employees.
• Employee Assistance Program and wellness programs—immediate access for all employees (regardless of hours worked), no enrollment required.
• 401K plan with matching contributions by the Company.