Investment​/Insurance Field Sales Manager

Investment/Insurance Field Sales Manager

Home » Investment/Insurance Field Sales Manager

Title: Field Services Sales Manager
Reports To: Vice President of Sales and Marketing
Department: Field Services
FSLA Status: Exempt
Union Status: Non-Union

The Field Services Sales Manager is responsible for ensuring effective and competent management of assigned staff to achieve sales and growth goals. The incumbent is responsible for:

20% — Develop and Promote Member Benefits Programs:

• Establish and administer departmental objectives and budgets, plans and conducts staff product and sales and skills training.
• Evaluates and implements appropriate new skills training and sales techniques to increase the department’s sales effectiveness.
• Assists in managing departmental operation expenditures in accordance with budget goals.
• Assists in managing the department operations to ensure customer satisfaction and achievement of growth goals.
• Assists in effective vendor management by participating in negotiating fee agreements, assessing vendor effectiveness, and monitoring performance of our producer compensation plan.

50% Provide Effective Supervision to Field Service Sales Staff:

• Plan work assignments and communicate them effectively to all employees to maximize both work results and their satisfaction.
• Observe and listen to employees in order to be continuously aware of their skills, achievements, attitudes, work plans, limitations, and needs.
• Solve problems that impair the work performance of the group or any of its individuals.
• Eliminate all expenditures of time, energy, and money that are nonproductive with respect to the Member Benefits and its mission.
• Communicate with each employee as often as necessary to ensure continuous awareness of the adequacy of performance.
• Guide employees correctly in their performance and their relationship to the organization.
• With others, responsible for compliance and regulation-oriented oversight of direct reports.

15%– Member Benefits Sales:

• Develop and maintain positive relationships with critical publics.
• Partial responsibility for ancillary products and their promotion with the WBCs and others to the school districts. This role may serve as the point person for some of our vendors.
• Act as resource for receiving and communicating competitive product data.
• Increase awareness of Member Benefits products and services and provide information to promote financial security for members.
• Consult with staff to provide potential participants regarding personal insurance and financial needs.
• Expand program growth through effective use of cross selling and referrals.

10% — Develop and Oversee the Business Plan:

• Assist with developing, maintaining, and evaluating the sales and marketing plan and assess opportunities for enhancing existing product lines and developing new product lines.
• Recommend sales programs as well as short- and long-term sales strategies/tactics to improve customer satisfaction and sales potential.
• Develops and maintains sales forecast and metrics for all lines of business.

5% — Special Projects as Assigned.

• Bachelor’s Degree in Business, Marketing/Sales, related field or commensurate work experience.
• Finra Series 6, 26 and 63 (Series 7 and 24 are a plus)
• Life Insurance and/or personal lines P&C license or obtain within 6 months of start date.
• 6+ years previous experience in financial services, investment sales, insurance sales or related fields
• 3+ years supervising/managing and leading teams in financial services.
• Proven track record of developing teams and delivering growth and revenue goals.
• Proficiency in prioritization, multitasking and handling multiple responsibilities.
• Experience with business planning and plan management. Commitment to customer service, growth, and Company values.
• Expertise in at least one of the following and knowledge in one or more of these other areas:
  Investments, 403(b)/TSAs, IRAs, Wisconsin Retirement System (WRS);
  Social Security;
  Financial planning;
  Life insurance and/or personal lines Property and Casualty insurance.

• Ability to lead others to achieve desired results, including sales goals,…