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Regional Planning Manager

Unum
Home Worker - US, United States, United Statesfull_timeVerifiedPosted 19 Sept 2025

About the role

Job Posting End Date: September 26

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: 

  • Award-winning culture 

  • Inclusion and diversity as a priority 

  • Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability 

  • Generous PTO (including paid time to volunteer!) 

  • Up to 9.5% 401(k) employer contribution 

  • Mental health support 

  • Career advancement opportunities 

  • Student loan repayment options 

  • Tuition reimbursement

  • Flexible work environments 

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…  

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! 

General Summary:

General Summary
This position is responsible for the development and execution of Field operational planning, analysis and oversight. This includes strategic assessment, on-going development and oversight mechanisms (grid) and field office expense management. The focus of this role is on identifying, defining and driving improvements in overall Field efficiency and effectiveness and early identification of gaps and actions to address. This position is required to develop partnerships with the Field/ Leadership Team and Distribution Development to ensure successful execution of goals in line with CL Sales goals and priorities.

**Must reside in one of the following states: VA, WV, OH, MI, PA, MD, NJ, CT, MA, VT, NH or ME. **

Principal Duties & Responsibilities

  • Utilizing broad knowledge base, has ownership for leading the assessment of business opportunities, develop recommendations and coordinate with business partners and support resources to drive efficiencies in field processes and improve performance of territory sales offices.
  • Develop and implement a well-functioning monthly/quarterly Field office review process that identifies progress made and actions necessary to achieve/exceed growth objectives and is supported by senior leadership. Monitors progress against plans and course correct as needed.
  • Drives periodic assessment of business models to identify opportunities for improvements based on internal or external factors.
  • Analyze management level business metrics, synthesize data into actionable opportunities and work with Territory Managers to address efficiently and effectively.
  • Ownership of the business planning process for the region and all territories within the region.
  • Coordination and strategic oversight of regional support team.
  • Collaborates with Distribution Development, Finance and other enterprise partners to evaluate and recommend alternatives to current processes, based on best practices, with a result of improving efficiency and quality in core business roles. Broaden field leadership awareness and understanding of this work.
  • Develop effective mechanisms to measure the cost effectiveness of operations at an office level
  • Drive the development of an annual operating budget and ongoing expense management for the Field in partnership with Finance and Field Leadership; monitoring results and proactive identification of potential expense issues and development of an action plan.
  • May perform other duties as assigned.

Job Specifications

  • BS/MBA preferred or 10+ years of related business experience.
  • Strong understanding of business planning process; includes strategic thinking, implementation, and tracking.
  • Strong leadership skills, including the ability to effectively engage in cross-organization partnerships, problem solve and influence others.
  • Ability to influence the organization in order to achieve superior results independently and in partnership with others.
  • Excellent relationship development skills and ability to foster a team environment.
  • Proven ability to facilitate challenging meetings; ability to foster creative thinking and problem solving.
  • Exc

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Company

Unum

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