Sales Manager

Job Overview

Responsibilities

• Development & Training
• Conduct structured, recurring development meetings with assigned producers.
• Model and train the SIA Group Sales Process from prospecting to client onboarding.
• Assess performance benchmarks and identify growth gaps and training needs.
• Monitor progress through CRM data, pipeline performance, and lead generation activity.
• Create and track individual development plans aimed at achieving validation in 24–36 months.
• Performance Oversight
• Own sales performance and activity metrics across assigned producers.
• Use CRM and agency data to track conversion rates, appointment-setting, and retention.
• Provide real-time support in field opportunities and renewal presentations.
• Sales Execution & Strategy
• Lead strategic planning for individual and team pipeline growth.
• Align target market messaging with producer prospecting activities.
• Affiliate in designing customized engagement plans for high-potential opportunities.
• Ensure sales processes and client service standards are followed.
• Monitor training programs needed to help producers reach their potential from technical to sales training.
• Attend virtual and in-person sales calls with assigned producers.
• Talent Support & Recruitment
• Help identify and onboard future risk advisors in alignment with firm goals.
• Contribute to fast-start programs for new team members.
• Maintain strong internal collaboration with HR, marketing, and leadership teams.
• Strategic Planning & Team Alignment
• Set clear KPIs including organic growth, profitability, and retention benchmarks.
• Participate in leadership planning sessions to inform territory growth and talent decisions.
• Ensure documentation protocols and compliance standards are upheld.
• Collaborate with Marketing and Risk Consulting teams to support producer success.
• Collaborate with the Executive team on team alignment, to include recommendations regarding individual performance and overall fit for the organization.
• The Manager will work with the Executive Team on hiring or firing of producer positions.

Qualifications

• 5+ years of commercial insurance, group benefits, or financial sales experience, preferred.
• Previous experience leading or mentoring sales professionals, with a track record of building capability and meeting revenue goals.
• Bachelor’s degree, preferred.
• Current insurance licenses are preferred and will be required for the job.
• Strong presentation, communication, and organizational skills.
• Proficient with technology systems such as CRM systems and Microsoft Office products.
• Effective communicator, motivator, and developer of people.

Why Join Us

• Play a central role in shaping agency growth through people and performance.
• Work in a culture focused on collaboration, innovation, and continuous learning.
• Earn competitive compensation and performance-based rewards.
• Gain access to professional development resources and advancement opportunities.
• Be part of a firm that values proactive leadership and tangible outcomes.