Sales & Partner Manager – Preplanning Solutions

Sales & Partner Manager – Preplanning Solutions

Requirements

• 3+ years of successful sales experience, preferably within the financial services or Insurance industry.
• Strong sales aptitude and proven track record of success.
• Demonstrated knowledge of insurance products and services.
• Ability to manage multiple priorities, plan projects, maintain deadlines and strong organizational skills.
• Ability to comprehend and follow complex processes, with aptitude for continuous improvement.
• Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills.
• Demonstrated ability to integrate computer technology into sales processes.
• Demonstrated strong collaboration and teamwork abilities.
• Demonstrated ability to effectively build professional relationships with internal and external clients.
• Proven experience in developing strategies which will improve competitive position.
• Demonstrated ability to deliver effective presentations.
• Up to 75% travel required.

Responsibilities

• Maintain strategic and day to day relationships with partner Field Leadership and Sales Representatives in their assigned territory and cross functional teams critical to the execution of strategic direction for Sales (ie Partner Management, Data/Analytics, Operations, Learning & Development)
• In consultation with the Director of Sales and Experience for Canada, establish sales goals and implementation plans for TLOC products.
• Collaborate on executing these goals and plans to the partner’s Field Leadership, and measure, track, and communicate the results to Senior and Field Leadership, and Field Sales Representatives.
• Develop and implement motivation programs and sales incentives and upskill partner’s Sales Representatives through delivery of training and coaching to drive TLOC sales with a focus on a profitable product mix.
• Make recommendations for new products/processes based on feedback and observations in the field.
• Gather detailed information about Sales Representatives, and analyze/prioritize data to drive the development of sales strategies that ensure profit and growth objectives are achieved.
• Collaborate across the sales and partner management team on best practices, sharing of successful sales strategies, and input on products and services that support the strategic plan and profitable growth of the assigned territory and overall partner relationships.
• Manage performance to sales plan using metrics and scorecards to measure productivity, sales discipline, quality, and achievement of financial results. Based on results, develop and implement specific action plans to increase profitability by leveraging data analytics and trend analysis to execute activities that change behaviors, increase awareness and focus to drive results.
• Provide input for the overall TLOC business planning process and develop a business action plan for assigned partner/territory sales. Update the business plan as appropriate.
• Participate in monthly/quarterly/annual Business Reviews to share results and forecasts/reports on sales activity and opportunity.
• Collaborate with partners to identify new opportunities to distribute TLOC products
• Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned territory and collaborate cross functionally to deliver exceptional Partner and Field Representative experience.
• Support execution of the TLOC strategy with specific focus on partner results and by connecting partner experience and their role to the broader objectives.
• Track activities executed in SalesForce to provide data on results and the value of the relationship.

Preferred Qualifications

• Preneed industry experience preferred but not required
• Bilingual (French/English) is an asset but not required