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Inside Sales Manager
2 days ago
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
**Working Arrangement**
Hybrid
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Reporting to the Director, Inside Sales Manager is responsible for the day to day management of the Licensed Financial Advisors located locally and to recruit new advisors to the team. Key Accountabilities include:
- Provides leadership, including training, development, and performance management
- Coaches, mentors, develops staff and provides day to day supervision and management of the designated direct reports; including handling the requirements of the business (i.e. campaign management), internal partnerships (i.e. client service Issues), time and activity management and effective alignment with all sales partners internally (i.e. Sales Support).
- Implements initiatives as defined by the Sales Management Team and the Director Inside Sales
**Key Accountabilities**:
**Team Management**:
- Coaches, mentors, and directs team members of Inside Sales to ensure results across the Inside Sales group. This Includes critical day-to-day mentoring, coaching and development efforts surrounding sales call effectiveness, Individual Development Planning and merit/bonus discussions and leading challenging issues/motivational/disciplinary discussions with direction/coaching/support from the Director Inside Sales.
- Directly responsible for leading effective team meetings for individually assigned team to highest standard while supporting activities aligned with the overall team’s strategic vision (i.e. common initiatives/campaigns):
- Accountable for sales team mgmt. with major focus on sales coaching for an internal wealth sales team (telephone)
- Formal Call Reviews and Coaching
- Pipeline Management Review
- Responsible for the day-to-day management of a team of advisors; coach advisors through joint client meetings and observations and understand their pipeline using tools such as Salesforce/ The Lead$ system
- Collaborate with other members of the Management Team in developing business goals and addressing business challenges
- Meet all sales and revenue targets of the team
- Will act as a member of the Management Team and participate in developing advisor’s annual business objectives
**Bonus and Performance Discussions**:
- Tracks and delivers bonus/merit for direct reports activity, call quality and sales results
- Sets expectations for Bonus include determining activity, sales expectations, and delivery of reporting requirements to effectively conduct discussions
- Conducts appraisal discussions, Individual Development Planning meetings/discussions, quarterly and monthly one-on-one meetings, executes on promotion and motivational advancements, handles disciplinary issues and individual developmental opportunities
**Recruitment, Development and Retention of Talent**:
- Working closely with the Training and Development team in the onboarding of newly recruited phone based advisors as well supporting and implementing all product, process and sales training programs developed by the training team
- Maintains a high degree of continued focus on team development around related sales skills training to best prepare advisors for advancement within the organization
- Participates in ongoing recruitment activities in collaboration with Director Inside Sales and Human Resources partners and direct involvement in the hiring and performance management of advisors
**Job Requirements**:
- 3-5 years previous experience leading a sales team and recruiting in the Financial Services industry
- Expert knowledge of investment products
- University Degree or equivalent industry education is preferred
- Excellent communication and interpersonal skills
- Strong knowledge of wealth management products and services
- Ability to work independently in an open office environment and manage day-to-day office functions
- Passion for doing what’s right for the customer
- Strong communication skills (written and verbal) in English
- B ilingual is an asset (French)
- LLQP licensed or licensed in the past (assets)
**Key Problems/Challenges**:
- Initial build of team including hiring and training
- Recommendation and implementation of technology
- Develop activity tracking methodology
- Coaching of advisors to achieve individual and team goals
- Matrix environment - Ability to influence s
