Telefonischer Vertriebsmitarbeiter, Pre-Sales
NeoBIM GmbH
Manager, Internal Sales – Retirement Plans
The Standard
full-time
Posted on:
Origin: • 🇺🇸 United States • Oregon
Visit company websiteSalary
💰 $115,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead team of internal sales professionals and activities, including relationships with key stakeholders, territory alignment and workload management
- Gather feedback to manage, promote and enhance cost-effective customer (internal and external) experience
- Leverage Lean Management System to hold individuals accountable for activity and results, coach each team member to ensure skill proficiency and identify needs for broader departmental training
- Responsible for the selection, development, motivation, appraisal, and salary recommendations of reporting subordinates
- Identify opportunities for continuous improvement of process, efficiency, reduction in handoff and capacity generation
- Serve as a resource and recommend operational policies to provide outstanding support
- Execute systems, processes, and measures to ensure that exceptions and issues of priority are effectively managed, and that extra activities are initiated wherever gaps are identified
- Actively manage issues to closure
- Monitor overall progress and initiate corrective action, as appropriate, to ensure that team deliverables are produced on time and within budget
- Monitor and control team performance against goal(s)
- Ensure coherence of operations, through regular reassessment of cyclical priorities, by resolving resource conflicts to meet business objectives
- Proactively develop familiarity and effective partnership across stakeholder communities (field sales, business development, sales operations, new business, underwriting, service, finance, and producer/advisor services teams)
Requirements
- Bachelor’s degree preferred
- 3 years or more of experience in a leadership position, ideally in Retirement Plan Sales
- Salesforce CRM experience a plus
- Experience in the financial services industry, preferably in the retirement plans industry or investment brokerage firm environment
- Position requires a Series 6/7 and Series 24/26 within 90 days of your date of hire
- If not already holding the appropriate license(s), it is expected that this process be initiated immediately after hire
- Must pass criminal background investigation and employment, education and licensing verification
- All employees must be bondable
