Sales Manager-Retirement Benefits

Alliant Insurance Services; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Alliant Insurance Services is seeking a Sales Manager for the Transitions Benefits Group in Irvine, CA. You will lead strategic sales initiatives, drive growth, and manage a high-performing team to achieve revenue targets while maintaining strong client relationships.

Responsibilities include analyzing market trends, coordinating with marketing, and overseeing budgeting and forecasting. A valid insurance license and progressive sales leadership experience are required.

Qualifications

• Bachelor's degree in business administration or related field
• 6+ years industry sales experience
• 3+ years sales strategy and market analysis experience
• Demonstrated progressive career experience in sales management
• Valid Insurance License

Responsibilities

• Develops strategic sales plans to achieve targets.
• Leads and motivates the sales team to maximize performance.
• Analyzes market trends to identify opportunities and challenges.
• Manages client relationships to ensure satisfaction and retention.
• Coordinates with marketing to align sales strategies.
• Monitors and reports on sales metrics.
• Oversees budgeting and financial forecasting for sales.
• Complies with agency management system data standards and data integrity (enters complete and accurate information).
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws.
• Performs other duties as assigned.

Skills

Sales strategy

Sales metrics

Customer relationship management

Insurance industry knowledge

Regulatory compliance

Supervisory techniques

Stakeholder collaboration

Negotiation skills

Microsoft Office

Budget & financial analysis

Education

Bachelor's degree in business administration

6+ years industry sales experience

3+ years sales strategy & market analysis

Progressive sales management experience

Insurance license

Tools

Automated CRM tools

Job description

Alliant is hiring for a Sales Manager out of our Transitions Benefits Group office!

Welcome to Transitions Benefit Group, your go-to resource for everything benefits related. For more than a decade, we've provided people with the resources and guidance needed to make an informed decision about their Medicare, retirement, and health insurance needs

SUMMARY

Leads the implementation of the sales strategy and delivers business growth, profitability, and customer retention in alignment with the business strategy and financial objectives. Responsible for achieving set revenue targets, setting team sales goals, expanding the company's market share in channel or line of business, and managing the sales team to ensure maximum productivity and efficient use of resources. Performs Sales Duties

ESSENTIAL DUTIES AND RESPONSIBILITIES

Develops strategic sales plans to achieve targets.

Leads and motivates the sales team to maximize performance.

Analyzes market trends to identify opportunities and challenges.

Manages client relationships to ensure satisfaction and retention.

Coordinates with marketing to align sales strategies.

Monitors and reports on sales metrics.

Oversees budgeting and financial forecasting for sales.

Complies with agency management system data standards and data integrity (enters complete and accurate information);

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in business administration or related field or equivalent combination of education and experience

Six (6) or more years industry sales experience

Three (3) or more years sales strategy and market analysis experience

Demonstrated progressive career experience in sales management

Valid Insurance License

SKILLS

Strong understanding of sales strategy techniques, interpreting sales metrics and market data, and customer relationship management

Knowledge of the insurance industry procedures, practices and terminology

Working knowledge of federal, state and local laws as well as industry regulations

Knowledge of supervisory techniques to accomplish instruction, motivation and training of personnel

Skill in maintaining effective working relationships with all customers, employees and the general public

Strong planning, organizational and prioritization skills

Excellent communication and collaboration skills, capable of effectively engaging with diverse teams and stakeholders

Skill in negotiating and problem solving to resolve internal and external conflicts

Proficient in Microsoft Office Suite

Ability to communicate effectively, both orally and in writing, in a constructive manner

Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships

Ability to analyze and accurately interpret budgets, financial reports and statistical data

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