What are the responsibilities and job description for the Director of Sales, Employee Benefits - Insurance Advisory Solutions position at Baldwin Group Colleague, Inc.?
The Director of Sales is responsible for leading a team of Advisors to achieve sales results. They mentor and coach their Advisors to be successful in their roles.
Principal Responsibilities:
Coach and motivate Advisors to achieve their sales goals through:
Setting clear goals and mutual expectations upfront
Hosting regular coaching 1 on 1s
Leading productive sales team meetings to validate & reinforce behavior.
Regularly observing Advisors performing (i.e. “ride alongs”, attending call blocks, etc.)
Creating an accountable environment that includes regular feedback
Model the Azimuth to create a team culture that is positive, motivating and performance driven.
Build and sustain a high-performance team of Advisors through hiring and onboarding top talent.
Cultivate a world class training and development environment centered around learning our sales model and ensuring Advisors execute it consistently.
In conjunction with fellow leaders and our Learning & Development team, continuously hone our Advisor training program as well as other strategic training initiatives.
Create accountability and ultimately value around CRM documentation and utilization.
Serve as a bridge between sales and service to maintain alignment and a positive client experience.
Provide subject matter expertise on BRP systems, resources, and general processes (i.e. technology, practice groups/COE, compensation, compliance, etc.)
Education, Experience, Skills and Abilities:
Minimum 7 years of related experience in a service industry and in a leadership capacity
5 years of experience in sales management
10 years’ experience in direct or outside sales, C2C/B2C preferred
Exceptional written, verbal, and interpersonal communication skills
Ability to measure and analyze key performance indicators
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Experience with Agency Management System and/or other CRM-related software.
Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills.
Special Working Conditions:
Ability to travel up to 50% of the time.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
