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Policy & Procedure Consultant

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Date: Dec 3, 2018

Location: Sioux Falls, SD, US, 57108

Company: Sammons Financial Group



Sammons Financial Group offer some of today’s most sought after life insurance, annuity, and retirement planning products. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.


We offer:

  • Casual dress which includes jeans. 
  • Core business hours are M-Th 7:30am -5pm, Fridays 7:30am-12:30— Friday Afternoons off all year long
  • Great benefits and PTO including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few!
  • ESOP- A retirement plan completely funded by the company!
  • Rich culture- driven by private ownership and intentional leadership.


As the Policy and Procedure Consultant you will be responsible for researching, analyzing, developing, standardizing, and maintaining procedural and business process documentations that supports Shared Services departments and functions. Makes complex business process concepts and instructions clear, simple and usable. The consultant will work with team members, leads, managers, and senior leaders to facilitate the creation, modification, and completion of policies, procedures, job aids, and process documentation; and ensure they are audit-ready, functional, and accurately reflects the business’s processes and controls. 


  1. Consulting

Provide a broad range of consultative service to all levels of employees and departments for knowledge building and competency development with the goal of high performance:

  • Consult with business leaders to assess, analyze, and research business and operational process documents based on current needs and future strategic plans.
  • Partner with managers, leads, and Subject Matter Experts (SMEs) to facilitate the creation, modification, and completion of business–specific documentations.
  • Collaborate with business leaders to examine current/future documentation needs and recommend a path to positive change and enhancement of business unit performance.
  • Establish and maintain relationships with business units to support achievement of strategic business objectives through delivery of appropriate documentation solutions.


  1. Documentation
  • Work with department SMEs to develop new and/or revise policy and procedure and other documents.
  • Review submitted content from SMEs for completeness, level of detail, content organization, and overall understandability by all end-users.
  • Conduct meetings with appropriate personnel to establish goals, timelines, milestones, deliverables, and execute on approved tasks.
  • Research and analyze business processes and procedures to identify opportunities that optimize, improve or create steps to effectively predict, manage, control, and reduce business risks. 
  • Create a business case for recommended process changes, this may include a cost benefit analysis, impact analysis on business, technology infrastructure requirements and present recommendations; document how the recommended changes will continue to meet business service levels, strategies, operational, financial, and compliance controls.
  • Use Sammons Financial Group (SFG) member company and industry knowledge to engage in risk analysis to understand the importance of each process and to anticipate the impact of the change on the operational controls and business metrics; offer standards or alternatives as needed.
  • Develop flow diagrams and/or prototypes to establish understanding of business functionality.
  • Maintain a positive professional attitude among team members, proactively communicate issues and solutions within the team, remain flexible and adjust to multiple tasks and circumstances.
  • Adopt an employee-owner mindset while utilizing Sammons Leadership Series (SLS) concepts to incorporate the organization’s shared values.
  • Seek industry, technology, and job related educational opportunities to learn documentation standards, business processes, analysis techniques, process improvement methods, and continuously upgrade technology skills; share information gained with co-workers.




  1. Project Management for Training

Interact with project personnel and business leaders on matters that require training and documentation coordination and support between business units. Monitor project schedules and resolves project related issues appropriately.

  • Knowledge of project management methodologies and tools
  • Manages to deliverables and milestones on time and within budget
  • Ability to understand end-user needs and drive solution to meet those needs




  • Bachelor’s degree from a four-year accredited university; consideration will be given to past procedure, process analysis, technical documentation experience, certifications, and Financial Services background
  • Minimum 3-5 years of experience in policy, procedure, documentation and technical writing or equivalent work experience,
  • Advanced level of skill and experience in using a computer, Microsoft suite of products, and other analysis tools
  • Strong analytical skills, and the desire and ability to research and formulate appropriate analytical technology or resolve problem situations
  • Must be able to analyze complex content information gathered from different sources into a clear and logical written policy or procedure, streamline processes and flowcharts to deliver logical, conceptual documented procedures
  • Act independently to identify and resolve issues within the scope of the role; possess the judgment necessary in recognizing when issue should be escalated
  • Excellent verbal and written communication skills directed toward technical writing, delivering presentations, training and facilitating; this includes strong questioning and listening skills and the ability to look beyond obvious answers to understand the impact across the organization
  • Strong team skills, interact well with others at all levels, ability to work with and communicate to a variety of personalities and locations
  • Strong problem solving, decision making, and process thinking skills to provide sound recommendations and decisions
  • Self-motivated, and ability to work independently and effectively in a fast-paced, team-oriented environment
  • Ability to remain flexible and adjust to change while managing multiple tasks and circumstances and effectively work under deadline pressures
  • Organized and has a good attention to detail





Nearest Major Market: Sioux Falls

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