Manager, Internal Sales
Core
Lead, develop, and manage the Internal Sales Desk team to drive sales efforts for the Retirement division's Independent Channel annuity distribution.
Role type
Manager, Internal Sales Desk
Builds
Sales performance and team capability for annuity distribution
Domain
Financial services / Insurance / Retirement
Deliverable
client delivery
Required skills
Sales leadership, team coaching, regulatory compliance (FINRA, state insurance), performance management, hiring, conflict resolution, strategic decision-making
Preferred skills
Masters degree or equivalent designations, organizational design
Technologies
None stated
Responsibilities
Oversee staff compliance with FINRA and state insurance regulations; Provide scheduled coaching via call reviews and one-on-one meetings; Monitor and escalate performance management issues; Conduct training sessions for product launches and technology implementation; Coordinate marketing initiatives and calling campaigns; Analyze call volume trends and external feedback; Act as a resource for business exceptions and subject matter expert; Participate in hiring and interviewing candidates; Build and monitor career paths for direct reports.
Seniority
Manager, hands-on leadership