Sales Director for CAA Club Group Advisory Services

Lead the sales function at CAA Club Group Advisory Services as a Sales Director, focusing on life, health, and estate opportunities. Inspire and coach teams to achieve sales excellence.

As a pivotal member of the leadership team, you will report directly to the AVP while directing advisory sales and conversion efforts.

Your role includes managing sales teams, tracking KPIs, and enhancing client engagement processes. Collaboration with multiple departments will ensure effective handling of client opportunities and improve service quality.

Key Responsibilities:

• Drive performance metrics and advisory sales results

• Mentor and develop sales and intake teams

• Manage pipeline activities and reporting for insights

• Improve lead qualification and follow-up procedures

• Collaborate with operations and marketing for client support

Requirements:

• 5–10 years of experience in sales leadership

• Background in financial services, insurance, or banking

• Strong coaching and leadership skills

• Proven track record of enhancing team performance

• Commitment to delivering exceptional client experiences

Drive sales success and enhance client outcomes at CAA Club Group Advisory Services.
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