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Sales Desk Manager - Internal Wholesaler Team

Manage and develop a high-performing internal wholesaler team to meet sales targets
Vermont, United States
Mid-Level
2 months ago
NLV Financial

NLV Financial

A financial services company specializing in life insurance, annuities, and investment products for individuals and businesses.

1 Similar Job at NLV Financial

Sales Desk Manager- Internal Wholesaler Team

Come join one of America's fastest growing insurance companies with a stable history of 175 years. At National Life Group ("NLG"), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause.

This position is responsible for overseeing a team of Internal Wholesalers and Hybrid Wholesalers on the National Life Group Sales Desk. The position includes a variety of functions including managing, training, and developing Internal Wholesalers. The candidate will work closely with the management team to meet defined goals. This role will report to the AVP, Distribution and collaborate closely with the distribution management team. This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday, and Thursday (subject to change with advance notification and manager discretion).

Essential Duties and Responsibilities:

  • Lead and coach a team of Internal and Hybrid Wholesalers who are engaged in proactively marketing life insurance and annuity products and building professional relationships with agents.
  • Develop skill levels of the members on your assigned team so that they are performing at the highest level considering both quantitative and qualitative measures.
  • Build partnering relationships with National Life Group External Sales Team and with other business units to achieve assigned sales goals.
  • Building and maintaining team morale, developing leaders on our teams utilizing formal professional development plans, and increasing the skill level of the Internal Wholesalers through targeted training and coaching, quality control and working to improve efficiency through the use of technology and sales enablement tools.
  • Developing each direct report toward being the best Internal Wholesaler of their ability and toward their long term professional goals.
  • Travel when necessary for training and relationship building
  • Perform other duties as required

Preferred Qualifications:

  • Bachelor's degree
  • 5 years sales experience within Financial Services
  • 2+ years management experience
  • Knowledge of CRM (Salesforce.com)
  • Superior written and oral communication skills required
  • Ability to manage and supervise high performing teams
  • The ability and desire to work in a challenging fast paced environment
  • Up to 10% travel required

Benefits:

Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life!

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

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Sales Desk Manager - Internal Wholesaler Team
Vermont, United States
Sales
About NLV Financial
A financial services company specializing in life insurance, annuities, and investment products for individuals and businesses.