Sales Manager

2 weeks ago


Chicago, Illinois, United States RK Partners Full time

JOB TITLE:
VP/SVP, Sales Management

LOCATION:

REPORTS TO:
Managing Partner

SALARY TYPE:
Exempt POSITION SUMMARY &

OVERALL PURPOSE:


The VP/SVP performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets from the sale of proprietary products and services.

The VP/SVP 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.

RecruitingKnowledge of firm's recruiting strategy, value prop and annual recruiting goalsThorough understanding of the career agent contractAbility to personally source candidates through referrals from existing producers, LinkedIn, etc., to create a solid pipelineRegularly interview recruits to assess the 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 neededFollow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient Advisor Development & ManagementConduct 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 performanceProvide individualized assistance with case prep, selling strategy, troubleshooting, etc.

Conduct regular coaching and counseling to build motivation and selling skillsConduct 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 connections 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 accountabilityConsistently identify opportunities for junior producers to link with a senior work partner for joint workLeverage staff resources to ensure that producers are fully utilizing all that is available to them as part of our agency support platformAttend and participate in all monthly sales management team and recruiting meetingsWork with management team to ensure our agency training program is a great resource for learning and attend as scheduledSupport 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 fieldFive or more years of sales management experience Proven track record of building and developing sales teamsLife, Accident & Health licensedSeries 7 & a plus)Exceptional communication, interpersonal, and decision-making skillsAdvanced knowledge of the sales process, insurance concepts, investment solutions and planning
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