Retail Sales Manager
Role Overview
The Retail Sales Manager drives annual sales, client growth, and policy renewal targets.
Provides leadership and support to Advisors who own and operate their businesses and to their teams.
Key Skills for This Role
Full Job Posting
Role overview
The Retail Sales Manager drives annual sales, client growth, and policy renewal targets.
Provides leadership and support to Advisors who own and operate their businesses and to their teams.
Work model
- Hybrid work model with two days in the office.
Licenses and designations
- General Insurance, Life, and Mutual Fund licenses are required or must be attained within six months.
- CFP or CLU designation must be attained within an agreed-upon timeframe.
Experience and capabilities
- Ability to develop sales performance strategies aligned with corporate goals and profitable growth.
- Build trusted Advisor relationships through consultation and partnership.
- Use data sources and reporting to provide market insights and recommendations.
- Hold Advisors accountable for use of corporate tools, data, and sales management practices.
- Understand property and casualty, life, wealth, farm, and commercial lines of business.
- Understand business planning and sales drivers.
Responsibilities
- Manage performance and align Advisors’ and their teams’ work with organizational goals to create a high-performance culture.
- Motivate direct-report support resources and reinforce role priorities, targets, and performance expectations.
- Ensure effective use of company tools, data, and sales management practices.
- Provide Advisors with market opportunity intelligence, interpretation, insights, and recommendations.
- Ensure agencies use company-provided technical and sales resources.
- Coach joint sales and case consultations with Advisors and product consultants across commercial, farm, home, auto, life, and wealth.
- Conduct semi-annual business planning with Advisors and agencies in partnership with the Agency Planning team.
Language
- English is required; French is an asset.
Additional information
The role is currently vacant.
A background check is a condition of employment for the successful candidate.
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