Benefits :
- Hiring bonus
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview :
Our team is seeking a driven and organized Sales Manager / Account Manager to help lead sales performance, reinforce processes, and coach team members toward individual and collective growth. This role plays a vital part in ensuring that the agency’s sales strategies, team accountability, and performance standards are consistently met and improved upon.
Responsibilities :
Lead the sales portion of Monday morning meetings by reviewing prior week accomplishments, identifying challenges, setting new goals, and sharing insights for growthConduct daily one-on-one coaching sessions with team members to reinforce sales skills and processesReview and manage task list views, ensuring items are cleared and processes followed correctlyTrack and measure both team and individual performance against established goalsManage sales processes while holding team members accountable to expectationsParticipate in all available TCC calls, especially evolve calls, to strengthen sales knowledge and support team learningRelay and roleplay sales tactics to reinforce team developmentHandle individual sales and customer appointments as neededRecap coaching and performance conversations with the team and provide actionable feedbackServe as a go-to resource for sales process and protocol questionsComplete IPS registrations (SIE, Series 6, 63, 65) and integrate them into sales conversations, including scheduling appointments for the agent when applicableIdentify and document undefined or missing processesCommunicate regularly with the Agent regarding team issues, updates, and weekly performance summariesProvide general assistance to the Agent as neededIdeal Candidate Attributes :
Strong leadership and coaching abilityExcellent organizational and communication skillsComfortable with accountability and performance trackingKnowledge of insurance or financial services preferredSelf-starter with a passion for professional development and team success