Co-operators

Retail Sales Manager

Co-operators • $91K — $151K *
Edmonton, AB T5A 0A1In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • General Insurance, Life, and Mutual Fund Licenses required (or to be obtained within 6 months)
  • Certified Financial Planner (CFP) or Chartered Life Underwriter (CLU) designation(s) to be attained within an agreed timeframe
  • Ability to implement sales performance management strategies aligned with corporate goals
  • Skill in building trusted relationships with Advisors through proactive consultation
  • Proficiency in utilizing data for market insights and recommendations
  • Expertise in holding Advisors accountable for corporate tool usage
  • Strong understanding of P&C, life, wealth, farm, and commercial lines of business

Responsibilities

  • Drive achievement of sales, client growth, and policy renewal targets
  • Provide leadership and support to Advisors and their teams
  • Manage performance to create a high-performance culture
  • Engage and motivate direct report Advisor support resources
  • Ensure Advisors utilize corporate tools and sales management practices effectively
  • Provide market intelligence and insights to Advisors
  • Collaborate with Advisors and product consultants for coaching on sales cases
  • Conduct detailed business planning with Advisors and Agencies

Benefits

  • Training and development opportunities for career growth
  • Flexible work options and paid time off for personal needs
  • Holistic well-being programs for physical and mental health
  • Paid volunteer days to support community involvement
  • Comprehensive total rewards package including retirement savings plans and health benefits
Full Job Description
Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Manager, Retail Sales is responsible for driving the achievement of Co-operators' annual sales, client growth and policy renewal targets. The Manager provides leadership and support to Advisors who own and operate their own business. The Advisors employ a team that engages with clients as distributors of the products and services provided (or sourced) by Co-operators. The Manager, Retail Sales is responsible for creating trusted relationships with the Advisors and their teams, providing targeted sales coaching, performance management and business planning support to achieve yearly and quarterly goals.

How you will create impact:

  • Manage performance and create a high- performance culture by aligning Advisors, their staff and direct reports' work with organizational goals, linking rewards to outcomes, and creating a sense of ownership in accomplishing objectives.
  • Engage and motivate direct report Advisor support resource; enable and hold direct report accountable for focus on role priorities, targets and performance expectations; recognition and rewards are aligned to priorities and expectations and promote engagement.
  • Holds Advisors and their staff accountable for optimal use of corporate tools, data and sales management practices.
  • Keep Advisors aware of relevant/up-to-date market opportunity intelligence, by utilizing an expert understanding of data sources and models, and providing interpretation, insights and recommendations to Advisors.
  • Ensure Advisor/Agencies are effectively utilizing Co-operator provided resources (e.g. expert technical and sales support in life, wealth & investment and commercial lines of business).
  • Partner with advisors and product consultants, as needed, to provide coaching on joint sales and case consultations as needed across commercial, farm, home, auto, life and wealth.
  • Ensure targeted/role-appropriate working relationships with consultant resources who will coach development of Advisors and their staff on technical knowledge of advice based products and sales practices.
  • Work closely with Co-operators Agency Planning team on a semi-annual basis to drive business planning with Advisors with their staff.
  • Adhere to the business planning process and timeline, leveraging established templates to conduct detailed business planning with each Advisor / Agency in the assigned region.


To join our team:

  • Having the General Insurance, Life and Mutual Fund Licenses is required or will need to attain in 6 months
  • Having the Certified Financial Planner (CFP) or Chartered Life Underwriter (CLU) designation(s) will need to be attained within an agreed upon time frame
  • Ability to develop and implement effective sales performance management strategies that align with corporate goals and drive profitable growth.
  • Skill in building and maintaining trusted relationships with Advisors through proactive consultation and partnering approaches.
  • Proficiency in utilizing data sources and reporting to provide market insights and recommendations to Advisors.
  • Expertise in holding Advisors accountable for optimal use of corporate tools, data, and sales management practices.
  • Strong understanding of P&C, life, wealth, farm and commercial lines of business to provide expert technical and sales support.
  • Understanding of business planning and business requirements / levers for driving sales.


How you will succeed:

  • You build trusting relationships and provide feedback to enable the successful development of your team and colleagues.
  • You foster innovation and continuous improvement with a focus on client experience.
  • You facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
  • You successfully convey messages and demonstrate openness to exploring alternative points of view.
  • You use critical thinking to guide decision making.


What's in it for you?

  • Training and development opportunities to grow your career.
  • Flexible work options and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.


Salary information

Expected salary/hourly range $91,058 - $151,000+ (min-max, full range).

Salary placement

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Incentive/Variable pay

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

About Co-operators

Co-operators provides auto insurance, home insurance, life insurance, commercial insurance, farm insurance, and group insurance, as well as investment products and property development. They provide travel-related insurance products, hospital and medical coverage, accidental death and dismemberment, vehicle replacement, and hospital and medical coverage insurance.

Co-operators Careers

There has never been a better time to join the dynamic team at Co-operators, a leading company renowned for its commitment to community and sustainability.

Work You’ll Do

Join Co-operators' top-tier team to assist some of the most respected and well-known businesses in navigating their paths to growth and innovation. At Co-operators, the fusion of technology, industry expertise, and leadership in sustainability shapes a unique marketplace position. Engage with a diverse team of business and sustainability advisors to help clients through their transformative journeys. Collaborate with a robust group of professionals dedicated to pioneering change and promoting diversity and inclusion within the industry.

Introducing the Co-operators Business Group Advisory

The team is crafting a market-leading Advisory group to guide well-known companies through their growth and innovation phases, leveraging Co-operators' strong foundation in ethical business practices.

Do Innovative Work

Become part of a team where innovation meets practical application, creating solutions that not only drive business success but also contribute positively to society.

Do Innovative Work

Deliver targeted solutions that leverage deep consulting experience and a commitment to sustainable, innovative practices that are unmatched in the industry.

Be Part of a Great Team

Engage in projects that utilize cutting-edge technology and embrace the comprehensive capabilities of a team committed to excellence and ethical leadership.

Future-proof Your Career

With Co-operators, the potential for professional growth is vast, offering numerous opportunities to advance one's career through continuous training, development, and certification support.

Explore

Discover how Co-operators is leading the way in employee benefits programs, offering extensive diversity training and leadership development to prepare for the future of work.

The Co-operators Leadership and Innovation Alliance

This alliance is dedicated to fostering a culture of leadership and innovation, helping clients and employees alike to navigate the challenges of the modern business landscape. The combined expertise of the team ensures that both innovation and ethical practices drive industry leadership.

Stay Connected

Join the Team

Search for open positions that match your skills and interests. Co-operators seeks passionate, curious, and creative team players who are driven to find solutions and excel in their careers. SEARCH CO-OPERATORS JOBS

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Learn more about Co-operators
Size
5,001 employees
Industry
Finance & Insurance
* Ladders Estimates

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