Retail Direct Sales Team Manager II

Essential Duties & Responsibilities

• Drives achievement of sales production and revenue commitments (monthly, quarterly, annually) in support of Retail Line of Business meeting or exceeding net income plan.
• Captures and maintains daily, weekly and monthly reporting of team activity.
• Maintains daily activity to ensure that sales, production standards and service levels are achieved.
• Promotes a consultative, solutions-based sales environment through defined coaching disciplines.
• Creates and implements plans, including identification of process improvement opportunities, to increase performance of the team.
• Identifies potential risks, creates solutions, and communicates to the rest of the leadership team.
• Leads and participates in Department and Line of Business projects/initiatives; delegates assignments to other staff members, as necessary; and monitors issues within projects while assisting in resolving project conflicts.
• Identifies individual and group training gaps and develops the best approach for improvement.
• Oversees and assists in resolving potential issues to ensure a best in class customer experience.
• Prioritizes work and delegates tasks to ensure proper coverage of key department functions.
• Demonstrates expert knowledge in appropriate products and services.
• Develops and executes team effectiveness plans to improve employee engagement.
• Conducts and provides feedback on telephone quality monitoring through side-by-side observations of each Advisor.
• Partners with quality analysts to review and discuss quality monitoring calls to identify team gaps and builds action plans to bridge those gaps.
• Makes sure attendance of subordinates is accurate and hours worked are correct prior to submitting payroll information.
• Seeks, accepts and acts on feedback from manager, business partners and peers for professional growth.
• Manages alternative shifts (i.e. nights and weekends), as necessary.

Supervisory Responsibilities

• Provides employees timely, candid and constructive performance feedback.
• Develops all employees to their fullest potential and provide challenging opportunities that enhance employee career growth.
• Develops the appropriate talent pool to ensure adequate bench strength and succession planning.
• Recognizes and rewards employees for accomplishments.

Minimum Knowledge, Skills And Abilities Required

• Bachelor's degree or equivalent experience required.
• 3-5 years management experience in a sales environment.
• Financial services experience in specified or comparable area.
• Excellent verbal and written communication skills.
• Experience with Microsoft Office products, such as Access, Word, Excel, PowerPoint and Outlook.
• Demonstrated leadership skills, initiative, detail orientation, strong analytical skills, and appropriate decision-making skills.
• Ability to work in a team environment, presenting a professional image and commanding the respect of staff, peers, and senior management.
• Ability to multi-task and be flexible.
• Excellent organization and presentation skills.