General Sales Manager Jobs

About The Position

Requirements

• Bachelor's degree in financial services or marketing, or an equivalent combination of education, industry training, designations, and experience.
• Two or more years of successful insurance sales and/or management experience at a field or home office level.
• Strong understanding of sales and marketing concepts that support the sale of insurance products.
• Working knowledge of federal, state, and local laws and industry regulations.
• Working knowledge of the insurance services industry, concepts, and principles.
• Knowledge of general industry procedures, standards, systems, resources, practices, and terminology.
• Knowledge of supervisory techniques for instructing, motivating, and training personnel.
• Excellent written and verbal communication and collaboration skills, with the ability to engage effectively with diverse teams and stakeholders.
• Excellent analytical, problem-solving, presentation, time-management, organizational leadership, and supervisory skills.
• Ability to maintain effective working relationships with customers, employees, and the general public.
• Ability to work independently, exercise independent judgment, and make and execute decisions.
• Ability to maintain a flexible work schedule, including evening and weekend hours as needed.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Securities licensing is preferred but not required (Series 6, 63, 7, 24, 26, or 65).

Responsibilities

• Conduct regular in-person outside sales activity, selling products directly to clients to meet personal and branch consumer-sales production requirements.
• Lead the sales unit to help the branch office achieve the goals and objectives in its Business Plan.
• Source, recruit, develop, supervise, support, and retain agents/advisors.
• Train new agents on company marketing systems, illustration and planning tools, and sales appointments, including joint sales work with unit agents and establishing and implementing minimum sales requirements.
• Monitor performance against goals and comply with budget guidelines and approved annual marketing or business unit plans.
• Establish, oversee, and/or participate in annual goal setting, including revenue and recruiting goals based on sales projections and annual plans.
• Present ongoing initiatives and future plans at appropriate meetings; provide accurate reporting, review objectives and progress, identify needs or areas for improvement, and develop corrective action plans.
• Perform duties in accordance with company policies and procedures and applicable federal, state, and local laws.
• Perform other duties as assigned.