Retail Sales Manager

The Co-operators Group; Edmonton; Hybrid; CAD 91,000 - 151,000; Full time

Benefits offered by this job

Training and development opportunities

Flexible work options

Well-being programs

Volunteer days

Total rewards package with retirement/

Benefits (health, dental, disability,

Job summary

CGIC, a leading Canadian financial services co‑operative, seeks a Manager, Retail Sales to drive annual sales, client growth and policy renewals. You lead Advisors who run their own businesses and build trusted relationships with their teams for sustainable results.

This role emphasizes coaching, performance management and business planning with Advisors across commercial, farm, home, auto, life and wealth lines. Strong data skills and knowledge of insurance/financial products are essential.

Qualifications

• General Insurance, Life and Mutual Fund licenses required or to be attained within 6 months.
• CFP or CLU designations to be attained within an agreed time frame.
• Ability to develop and implement sales performance strategies aligned to goals.
• Ability to build trusted relationships with Advisors through proactive partnership.
• Proficiency in using data sources and reporting to provide market insights.
• Strong understanding of P&C, life, wealth, farm and commercial lines.

Responsibilities

• Drive annual sales, client growth and policy renewal targets.
• Provide leadership and support to Advisors who own their own business.
• Create high-performance culture by aligning work with organizational goals.
• Coach Advisors on joint sales and case consultations across lines of business.
• Partner with planning teams to drive semi-annual business planning with Advisors.

Skills

Sales leadership

Advisor coaching

Client relationships

Data analysis

Performance management

Sales strategy

Education

General Insurance license

Life & Mutual Fund license

CFP designation

CLU designation

Job description

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Manager, Retail Sales is responsible for driving the achievement of Co-operators' annual sales, client growth and policy renewal targets. The Manager provides leadership and support to Advisors who own and operate their own business. The Advisors employ a team that engages with clients as distributors of the products and services provided (or sourced) by Co-operators. The Manager, Retail Sales is responsible for creating trusted relationships with the Advisors and their teams, providing targeted sales coaching, performance management and business planning support to achieve yearly and quarterly goals.

How you will create impact:

• Manage performance and create a high- performance culture by aligning Advisors, their staff and direct reports’ work with organizational goals, linking rewards to outcomes, and creating a sense of ownership in accomplishing objectives.
• Engage and motivate direct report Advisor support resource; enable and hold direct report accountable for focus on role priorities, targets and performance expectations; recognition and rewards are aligned to priorities and expectations and promote engagement.
• Holds Advisors and their staff accountable for optimal use of corporate tools, data and sales management practices.
• Keep Advisors aware of relevant/up-to-date market opportunity intelligence, by utilizing an expert understanding of data sources and models, and providing interpretation, insights and recommendations to Advisors.
• Ensure Advisor/Agencies are effectively utilizing Co-operator provided resources (e.g. expert technical and sales support in life, wealth & investment and commercial lines of business).
• Partner with advisors and product consultants, as needed, to provide coaching on joint sales and case consultations as needed across commercial, farm, home, auto, life and wealth.
• Ensure targeted/role-appropriate working relationships with consultant resources who will coach development of Advisors and their staff on technical knowledge of advice based products and sales practices.
• Work closely with Co-operators Agency Planning team on a semi-annual basis to drive business planning with Advisors with their staff.
• Adhere to the business planning process and timeline, leveraging established templates to conduct detailed business planning with each Advisor / Agency in the assigned region.

To join our team:

• Having the General Insurance, Life and Mutual Fund Licenses is required or will need to attain in 6 months
• Having the Certified Financial Planner (CFP) or Chartered Life Underwriter (CLU) designation(s) will need to be attained within an agreed upon time frame
• Ability to develop and implement effective sales performance management strategies that align with corporate goals and drive profitable growth.
• Skill in building and maintaining trusted relationships with Advisors through proactive consultation and partnering approaches.
• Proficiency in utilizing data sources and reporting to provide market insights and recommendations to Advisors.
• Expertise in holding Advisors accountable for optimal use of corporate tools, data, and sales management practices.
• Strong understanding of P&C, life, wealth, farm and commercial lines of business to provide expert technical and sales support.
• Understanding of business planning and business requirements / levers for driving sales.

How you will succeed:

• You build trusting relationships and provide feedback to enable the successful development of your team and colleagues.
• You foster innovation and continuous improvement with a focus on client experience.
• You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
• You successfully convey messages and demonstrate openness to exploring alternative points of view.
• You use critical thinking to guide decision making.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Salary information

Expected salary/hourly range $91,058 - $151,000+ (min-max, full range).

Salary placement

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.