Sales manager leads a team of financial planners towards meeting or exceeding their sales goals. They have strong interpersonal skills and are passionate about educating themselves and their team members on business strategies. Sales manager’s duties are rooted in strategy, education, and mentorship.
Responsibility
- Set and monitor team sales goals
- Meet personal sales goals
- Facilitate professional development of team
- Provide customer service support
- Grow sales team
REQUIREMENTS
- Minimum degree or its equivalent
- Driven and committed to make things happen
- Strong leadership qualities
- Works well in a dynamic and fast-paced work environment
- Effective listener and communicator
Set and monitor team sales goals and performance
- primary responsibility of a sales manager is to decide how many policies and upgrade should be sold in a given period, then oversee the team’s progress to ensure they meet those goals. Managers support this progress by providing strategies, feedback, and marketing campaigns
Meet personal sales goals
- Sales managers contribute to their team’s success by setting and meeting their own sales goals to be able to lead by example.
Facilitate professional development of team
- Managers research ways to improve sales skills by attending meetings, reading books, or taking courses, then impart that knowledge to their team by leading regular training sessions. They also hold performance review meetings with individuals and the whole team, offer individualised coaching and foster a positive company culture.
Provide customer service support
- Should a sales agent needs help to provide satisfactory service to clients, the sales manager steps in to help. Managers also mediate disputes with clients and provide satisfactory solutions for all involved
Grow sales team
- Sales managers are also responsible for hiring sales executives. They search and interview potential candidates, then onboard new recruits with industry and company policy training. It’s also the responsibility of the manager to evaluate existing team members’ performances and terminate them when necessary