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The role of Business (Sales) Manager is critical to delivering the long-term strategy of a very reputable insurance business – to build sustainable & profitable growth, to be a great company to do business with and to be a great place to work. You will play an integral role in enabling the smooth and efficient operation of the agency by providing team leadership that drives performance and ensures compliance with training and competence standards. This will support the delivery of sales targets and industry-leading levels of customer retention.
Job Responsibility:
Lead, manage, motivate and develop direct reports across the sales team, ensuring they understand expectations, maximise performance, realise their potential, and contribute to business objectives
Support delivery of commercial and High Net Worth sales by overseeing prospecting activities to build a strong sales pipeline
Work alongside the Compliance Manager to ensure team members are trained and deliver competence standards in a compliant manner, with ongoing performance monitoring to maintain sales and service standards
Lead the co-ordination and supervision of the Sales Team to deliver consistent, industry-leading customer service compliant with standards
Plan, lead, delegate and deliver strategically aligned sales and marketing initiatives (including central campaigns) across all business areas to build a pipeline of opportunities
Support the sales team to generate Life and Risk Management leads from existing and new customers to meet targets, maximise cross-selling
Contribute to the effective and efficient running of the Agency, including management of Microsoft Dynamics, CRM, and Power BI to track and manage team targets and objectives
Requirements:
Track record of managing teams within the financial services environment (essential)
Demonstrable experience of coaching individuals to meet required standards
Experience providing excellent customer service
Experience working independently to solve problems and use sound judgement
Good working knowledge of Microsoft Office programs and packages (including CRM systems such as Microsoft Dynamics and Power BI desirable)
Ability to build relationships across teams and communicate effectively at all levels of the business hierarchy
Strong verbal and written communication skills
Attributes of honesty, integrity, due skill, care, and diligence at all times
Leadership and motivational skills to develop and drive team performance
Strategic planning and delegation abilities for sales/marketing initiatives
Compliance-focused mindset with understanding of regulatory standards in financial services/insurance