Assistant Sales Desk Manager - Annuities

Assistant Sales Desk Manager – Annuities

Group 1001 is a consumer‑centric, technology‑driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can‑do culture. Group 1001’s culture emphasizes collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

The Assistant Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing (DLM) Sales Desk. This role partners directly with the Manager of the Sales Desk to oversee day‑to‑day workflow, coach inbound sales representatives, elevate service standards, and reinforce a consistent “One Distinct Message” experience across all Sales Desk interactions. The Assistant Manager plays a key role in training, recognition, and continuous improvement that strengthens advisor engagement and drives sales outcomes.

• Serve as the primary support partner to the Sales Desk Manager in running day‑to‑day desk operations.
• Act as second‑in‑command for the Inbound Team, including oversight of workflow, call coverage, assignment management, and service escalations.
• Provide leadership presence when the Manager is unavailable – ensuring execution of the Teams daily activities, service consistency, timely decision‑making, and clear communication.

• Support onboarding and ongoing training for Inbound Sales Representatives, ensuring strong understanding of DLM products, processes, technology, and the 6 Step Sales Process.
• Deliver group training sessions and one‑on‑one coaching to enhance sales effectiveness, messaging quality, and advisor experience.
• Reinforce performance expectations, professional standards, and role clarity for all desk representatives.

• Assist with annual performance evaluations, including gathering KPI data, providing feedback, and identifying development opportunities.
• Monitor service levels, call quality, advisor satisfaction, and workflow metrics; recommend improvements to elevate the desk’s performance.
• Partner with the Manager to address elevated service issues and ensure timely, accurate resolutions.

• Participate in recruiting, interviewing, and selecting candidates for internal and inbound roles.
• Support career‑pathing initiatives that help reps progress from Inbound to Internal Wholesaler to Hybrid Wholesaler and to External Wholesaler.
• Provide opportunities to learn more about key roles in Sales Distribution, Marketing, Sales Enablement, and Operations.

• Promote a positive, engaged desk culture through Bravo’s “Meaningful Recognition” program and regular team reinforcement.
• Encourage behaviors aligned to DLM’s 7 Pillars.

• Stay informed on trends in sales desk models, advisor support strategies, and competitive service design.
• Provide insights and recommendations that strengthen the DLM Sales Desk’s positioning and effectiveness.

• Bachelor’s degree in business, finance or a related field or experience in lieu of education.
• 3 – 4+ years of experience in a sales desk, internal wholesaling, customer engagement, or advisor support environment.
• Knowledge of annuities, financial services products, and industry terminology is required.
• Exceptional communication and relationship building skills.
• Experience in coaching, training, and mentoring others is strongly recommended.
• Proficiency in CRM systems, Salesforce preferred, data analytics tools, and sales platforms.
• Series 6 and 63 licenses required.
• Series 26 license required (or ability to obtain within 30 days of hire).

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly have the ability to enroll in Group 1001’s benefits package. Eligible employees (and their families) may participate in the Company’s comprehensive health, dental, and vision insurance plan options, basic and supplemental life insurance, short and long‑term disability, the Company’s Employee Assistance Program, wellness programs, and a 401(k) plan with company matching contributions.

Group 1001 and its affiliated companies are strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high‑performance team.

Seniority Level: Mid‑Senior level

Employment Type:

Full‑time
Job Function:
Sales and Business Development
Industries:
Insurance