Retail Sales Manager

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

Benefits offered by this job

Training & dev

Flexible work

Wellness programs

Volunteer days

Retirement savings

Pension

Benefits package

Mental health support

Employee assistance

Job summary

CGIC is seeking a Manager, Retail Sales to lead Advisors in a hybrid Canada-wide sales environment. You will coach teams, drive growth and ensure coaching, performance and business planning align with corporate goals.

You will manage licensing requirements in General Insurance, Life and Mutual Funds, with CFP/CLU being a plus. This role requires strong leadership, data use and strategic partner collaboration.

Qualifications

• Leads and coaches Advisors and their teams to achieve sales targets.
• Drives performance through data, market insight and planning.
• Requires licenses in insurance, life and mutual funds; CFP/CLU is a plus.

Responsibilities

• Align Advisors and staff with company goals and incentives.
• Motivate Advisors and hold staff accountable for targets and priorities.
• Ensure effective use of tools, data, and sales practices across teams.
• Provide market intelligence, insights and recommendations to Advisors.
• Collaborate with product consultants to support joint sales.

Skills

Sales leadership

Coaching Advisors

Performance management

Data-driven decision making

Relationship building

Education

General Insurance Licenses

Life License

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.

Incentive/Variable pay

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.