Sales Desk Manager (Life & Annuities)

Salary depends on experience
Posted on 09/21/17
Addison, TX
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 09/21/17

Summary

 

This position is responsible for managing the day-to-day operations of the Addison (Dallas) Sales Desk. This individual will work closely with marketing and distribution teams in assisting with marketing strategies, development of sales plans and assisting with the organization to meet defined goals.   Relocation assistance is available.

 

Key Responsibilities

 

  • Provide overall strategic direction to internal sales consultants and illustration specialists
  • Coordinate with counterpart sales desk manager to ensure each desk is working in unison to accomplish tactical directives and meet sales goals
  • Assist in development of candidates for future field leadership opportunities
  • Evaluate, manage and develop all internal salesassociates
  • Work and collaborate within the sales and marketing organization as a member of the management team to champion efforts on the sales desk
  • Collaborate and influence new product and marketing strategies with business partners.
  • Coach and monitor the development & execution of business plans
  • Work with FLDP team and management to coordinate initiatives
  • Life and Annuity product expert
  • Travel when necessary for training and relationship building
  • Day to day management of the desk including CTO computation, measurement of metrics, sales desk training, goal tracking, work day and phone coverage scheduling, and development and implementation of training programs for new hires; responsible for
  • performing annual and quarterly performance reviews.
  • Perform other duties as required

Requirements

 

  • Bachelor’s degree
  • 5-10 years experience
  • Experience in life, annuities, and 403b experiencepreferred
  • Industry designations (CLU, ChFC, CFP)
  • Knowledge of Salesforce.com
  • Extensive salesexperience and knowledge of both independent distribution and career agency
  • Excellent organizational skills
  • Ability to manage various projects at one time and meet a variety of deadlines
  • Superior written and oral communication skills required
  • Ability to influence and lead people to act
  • The ability and desire to work in a challenging fast paced environment
  • Up to 10% travelrequired
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