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Associated Bank
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Job Location: Waukesha, Wisconsin
Job Type: Full-time
Shift:
Day Job
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Sales Manager - Employee Benefits-1310419
Description
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Provides coaching, mentoring and management direction and oversight to a group of Employee Benefits Consultants (Consultants) to ensure sales and retention objectives are met or exceeded. Recruits new consultants to join the organization in accordance with established goals, directions and processes. Also, actively participates in setting the direction and assists in the oversight for the client service and marketing/carrier relations activities related to the business that the team is engaged in. Provides hands-on leadership to direct and indirect reports (dotted line responsibility for service and marketing functions) and works closely to cultivate and manage relationships with insurance companies and other vendors.
Creates a team vision and goals; with a positive and optimistic attitude toward challenges and changes. Sets aggressive goals and holds others accountable for achieving new business targets and maintaining persistency levels. Assists in the generation of new business, directly and indirectly, as well as referrals. Builds relationships with customers, business line leaders and others in the company at all levels that will result in sales opportunities for members of the team and mutual success and achievement of established goals. Exhibits exceptional leadership qualities and maintains a strong results focus.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline.
KEY RESULT AREAS
Extraordinary Leadership
Training
Coaching and Mentoring
Increased Sales Activity
Achieving New Business Goals
Maintaining Persistency Levels
Targeted Recruiting and Prospecting
JOB ACCOUNTABILITIES
1. Manages a group of Consultants including coaching them to superior performance for sales and retention results. Provides hands on leadership and assists in the generation of new business, directly and indirectly, as well as referrals.
2. Sets aggressive goals and holds Consultants accountable for achieving new business and retention targets and maintaining persistency levels. Conducts annual goal setting process with Consultants and monitors and reports progress monthly. Takes appropriate disciplinary action if performance standards are not being met.
3. Reviews sales reports and tools and uses the data to coach for better production from sales team. Reviews appointment activity, and closing ratios of Consultants and provides coaching and direction to achieve goals and/or improve results where needed.
4. Assists in recruiting potential Consultants to join the organization, including participating actively in the screening and interview process as well as onboarding and training new hires.
5. Collaborates with other sales managers, department managers, business line leaders and staff across the footprint and in other departments of the organization to ensure best practices are shared and implemented.
6. Works closely with the marketing and service department(s) to support sales and training efforts.
7. Represents the company and cultivates strong relationships with insurance companies and other vendors. Builds relationships with customers, business line leaders and others in the company at all levels that will result in sales opportunities for members of the team and mutual success and achievement of established goals.
8. Works closely with our Business Development & Project Management Coordinator and sales administration and development to ensure that sales support, public relations and marketing materials are effective and being actively utilized.
Qualifications
Minimum Education
Bachelors Degree or equivalent experience
Preferred Education
Advanced Degree
Minimum Experience
5-7 years of Sales Management experience
Preferred Experience
7-10+ years of Sales Management experience in the insurance industry
Special Skill Requirements Computer Skills/Licensing/Certifications/Bonding
Must either have or obtain within 3 months of hire Life/Health insurance licensure.
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Supervision
Direct = 10-15 Indirect = 20-30
Travel
Frequent day travel; overnight travel 3-5 nights per month. Valid drivers license required.
The above statements are intended to describe the general nature and level of work being performed, and job responsibilities may change at any time due to business needs. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Please discuss requests for reasonable accommodations with the hiring manager.
Job: Insurance
Schedule: Full-time
Shift: Day Job
Primary Location: Wisconsin-Waukesha
Other Locations: Wisconsin-Green Bay, Wisconsin-Madison, Wisconsin-Kimberly
Work Locations: WAUKESHA-STONERIDGE
N16 W23250 Stone Ridge Dr
Waukesha 53188
Associated Bank
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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