Director of Advisory Sales at CAA Club Group

Join CAA Club Group Advisory Services as the Director of Advisory, specializing in life and health insurance sales. Drive sales conversion while leading and coaching dynamic teams in this impactful role.

In this leadership role, you will report to the AVP and oversee the advisory sales function. Your mission will include managing sales performance, coaching teams, and enhancing lead qualification processes. Collaboration with operations and marketing teams will be essential to support complex client opportunities and elevate client experiences.

Key Responsibilities:

• Lead advisory sales performance and improve conversion outcomes

• Coach and develop sales and intake teams effectively

• Manage KPIs and pipeline reporting to drive results

• Enhance lead qualification, routing, and follow-up

• Support complex client opportunities and manage escalations

Requirements:

• 5–10 years in leadership roles within sales or financial services

• Proven experience in managing teams and performance metrics

• Strong communication and leadership abilities

• Comfortable in dynamic, customer-focused environments

• Desire to drive accountability and professionalism

Leverage your leadership and sales expertise to transform the client experience at CAA Club Group Advisory Services.
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