Sales Desk Manager

Work Location: DPL Headquarters, Louisville, Ky, (Preferred) or Remote/Hybrid

Employment Type: Full Time

Reports to: SVP of Distribution

Job Purpose: The Sales Desk Manager ("SDM") is responsible for maintaining the standards, training and performance of DPL's Internal Consultants ("ICs") and Sales Desk. The SDM will be responsible for training new ICs and providing ongoing training, education, coaching and reinforcement of each as required with all Internal Consultants. In addition, the SDM is responsible for monitoring the ongoing performance, activity and conduct of the ICs. Their duties include working closely with Sales Leadership and the Regional Vice Presidents ("RVPs") to determine areas for individual IC improvement, developing training courses for new and existing ICs, reviewing and adherence of accountability standards, administration of CRMs and other systems, and establishing methods to track employee performance after the completion of training. Finally, the SDM will be responsible for maximizing territory management and process efficiency for each IC.

Essential Duties and Responsibilities:

• Work with the Training Department to develop programs and curriculum for new ICs and on-job training.
• Delivery of training for new ICs and ongoing training, coaching and education for all ICs.
• Analyze the effectiveness of territory management tools and reporting and recommend improvements.
• Collaborate with Sales Leadership and RVPs to identify training needs and schedule appropriate training sessions for ICs in conjunction with Corporate Training.
• Provide on-the-job coaching for the ICs including, but not limited to, call coaching, presentation coaching, territory management skills, product knowledge coaching and professional development.
• Ensure ICs perform their responsibilities according to training and role specific expectations, such as observing sales encounters, collect feedback, results and performance data analysis, and activity metric accountability.
• Ensure that ICs are taking the steps necessary to achieve activity, pipeline, booking, Closed-Won sales and other daily KPIs.
• Performance Management of employees failing to meet expectations of the role.
• Provide support and mentoring for ICs while conducting an evaluation and identifying sections where improvements are needed.
• Work with Sales Leadership on overall Sales strategy, organizational structure, and growth.

Requirements and Qualifications:

• A minimum of bachelor's degree (BSc) in business, finance or related field required.
• Licensing: SIE, Series 6, Series 63 and Life Insurance License Required; Health Insurance License a plus.
• At least three years of Sales experience, the financial services industry preferred.
• Excellent communication, organizational, time management and leadership skills.
• Effective communication (verbal and written) and interpersonal skills to inspire and engage sales employees
• Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events.
• Experience with Salesforce and other Sales related CRM and reporting systems.

Physical Demands and Working Conditions: While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary : $120,000 - $150,000