Sales Manager
Costa Mesa, CA, United States
LOCATION POSITION SUMMARY & OVERALL PURPOSE:
The Sales Manager (SM) performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets from the sale of MassMutual and MMLIS products and services. The SM is also committed on-going recruiting efforts to continue to grow and evolve the sales unit. This position also works in collaboration with the agency’s management team and staff to contract, on-board and support the long-term needs of recruited professionals.
Recruiting
Knowledge of firm’s recruiting strategy, value prop and annual recruiting goals
Thorough understanding of the MassMutual career agent contract
Ability to personally source candidates through referrals from existing producers, LinkedIn, etc., to create a solid pipeline
Regularly interview recruits to assess right fit for the agency model and culture. Leverage Managing Partner(s) and other support team members as needed throughout the process.
Work closely with in-house recruiter to interview prospective recruits sourced by the firm as needed
Follow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient
Advisor Development & Management
Conduct regular one on one meetings with producers to build relationships, understand training and development needs, and provide insight for the improvement of sales and activity performance
Provide individualized assistance with case prep, selling strategy, troubleshooting, etc. Conduct regular coaching and counseling to build motivation and selling skills
Conduct or participate in weekly team/unit meetings to apply training topics, and/or develop: phoning, fact-finding, life cycle, client presentation and closing skills. Assist producers in making connection between the trainings and the application in their practices
Supervise the unit’s sales activities, i.e., prospecting calls, appointments, presentations, proposals, closes, etc.), as well as use available resources to create accountability
Consistently identify opportunities for junior producers to link with a senior work partner for joint work
Leverage staff resources to ensure that producers are fully utilizing all that is available to them as part of our agency support platform
Attend and participate in all monthly sales management team and recruiting meetings
Work with management team to ensure our agency training program is a great resource for learning and attend as scheduled
Support company standards, policies, goals and objectives as define by company management
Ensure that the unit is following supervisory guidelines and meeting deadlines for continuing education and annual compliance requirements.
Qualifications
Bachelor’s degree in business management or related field
Five or more years of sales management experience
Proven history of building and developing sales teams
Life, Accident & Health license
Series 7 & 66 (24 a plus)
Exceptional communication, interpersonal, and decision-making skills
Advanced knowledge of the sales process, insurance concepts, investment solutions and planning
Compensation: From $125,000.00 to $275,000.00 per year
#J-18808-Ljbffr