Retail Sales Manager

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

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

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.

• 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.

• 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…