Job Description
The Head, Business Conservation leads the development and execution of strategic initiatives designed to protect and maximize in-force revenue, reduce avoidable lapses, and strengthen client lifetime value. This role drives enterprise-wide capabilities that improve retention outcomes, enhance advisor continuity, and increase proactive engagement across identified client cohorts—particularly among reassigned and at-risk client segments.
About the Role
The Head, Business Conservation is accountable for establishing targets, defining functional strategies, and operationalizing processes that measurably improve continuity ownership, reduce preventable lapses, and enhance client reachability. This role partners across distribution and servicing functions to embed proactive engagement practices, optimize advisor participation, and deliver superior continuity experiences that strengthen both client and advisor relationships while contri...