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    Retail Sales Manager - Chicago, United States - Efinancial Wholesale

    Efinancial Wholesale
    Efinancial Wholesale Chicago, United States

    3 weeks ago

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    Description

    ** Retail Sales Manager**

    **Job Category****:** Manager **Requisition Number****:** RETAI01147 Showing 1 location **Job Details**

    **Description**

    **Who we are:**

    **Fidelity Life** is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

    In concert with Fidelity Life, **eFinancial** is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago, IL; Seattle, WA; and Tempe, AZ. eFinancials licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.

    Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth.

    **What the job looks like:**

    The eSales team of eFinancial is looking for a result driven candidate with a strong leadership presence to join the team as a Retail Sales Manager.

    Retail Sales Manager is involved with the overall management and development of the team consisting of Business Development Representative IIs (BDR 2) and Client Solutions Specialists (CSS). A successful Retail Sales Manager must possess a strong ability motivate, inspire and train licensed agents. This includes performance management, one on one and group coaching, and employee learning development. Communication is key in this role, as the ideal candidate must possess active listening skills, patience, and ability to multi-task.

    The Retail Sales Manager will be expected to meet and exceed specific measurable goals geared toward call center performance, compliance, and customer engagement and satisfaction. This candidate must also be flexible and able to solve intricate problems. This includes excellent explanatory skills, implementing disciplinary steps both written and verbal, performance auditing, attendance management, and systems training. In this role you will have the ability to work remote but will require some onsite presence. From time to time, it may be necessary for you to be in office to provide additional support to teams and agents working in office.

    **What you can contribute**:

    Manage the daily and monthly sales objectives of the sales team

    Calibrate performance on a regular basis, continually evaluate and proactively address performance issues

    Participate in the selection of new agents by actively interviewing

    Monitor staffing, training, development and performance evaluations to develop sales team

    Work with Sales Director to assess agent readiness for promotion and participate in advancing agents to next level

    Lead Daily Team meetings

    Maintain state insurance license

    Interact and triage customer complaints or concerns as part of the customer escalation process

    Facilitate call reviews and responses to regulatory inquiries

    Monitor live and recorded calls to ensure agent compliance and effectiveness

    Provide virtual or live support to other sales teams and agents as needed to ensure adequate coverage on mornings, evenings, weekends and some holidays.

    Assist as needed with pending business pertaining to any agents who may be on PTO, leave, or terminated

    Assist in case management function by gathering outstanding issue requirements

    **What you should bring to the table:**

    Excellent written and verbal communication skills

    Ability to engage and motivate teams

    Attention to detail

    Ability to Multi-task in a fast-paced environment

    Strong knowledge of the Account Executive role, responsibilities, and duties

    Strong working knowledge of Excel, My Ultimate, MindFlash, Scripter, and Genesys Cloud

    Results driven personality focusing on creative solutions and organization

    Possess a strong leadership presence and promote an overall positive environment

    Management experience preferred

    Experience in the life insurance industry preferred

    *Efinancial LLC, Fidelity Life Association, its parents subsidiaries and affiliates (collectively The Company) are equal employment opportunity employers. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, gender identity, marital status, age, disability or any status protected by law. We assure you that your opportunity for employment with this Company depends solely on your qualifications.*

    **Qualifications**

    **Skills**

    **Behaviors**

    **:**

    **Motivations**

    **:**

    **Education**

    **Experience**

    **Licenses & Certifications**

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