Sales Operations Manager @ Teach Me Personnel LLC
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Company Description
Optimized Insurance Planning (OIP) is a national firm of experienced insurance planners committed to a client-centric experience. We provide a holistic financial planning process for risk management solutions including annuities, life and long-term care insurance. Our goal is to build long-lasting relationships with Financial Professionals who act in a Client’s Best Interests.
Job Description
The Sales Operations Manager (also known as Director of Advisor Experience) will join our Northlake home office. This role supports our sales team by managing key operational processes and ensuring smooth execution of established company initiatives. The ideal candidate is energetic, motivated, and growth-oriented, thriving in a hands-on role while guaranteeing the effective implementation of existing sales processes.
Key Responsibilities
- Manage onboarding, development and support for Sales Associates.
- Oversee execution of sales enablement and training programs.
- Support and coach associates with performance reviews and team meetings.
- Monitor operational KPIs and report to leadership.
- Coordinate operational tasks with Licensing/Contracting, Commissions, and New Business teams.
- Identify opportunities for workflow efficiency and procedural compliance.
- Handle customer escalations to optimize the FA experience.
Qualifications
Bachelor’s degree in Business Administration, Operations Management, Finance, Insurance or related field required. Minimum 5 years of progressive experience in a sales management role with operational experience. Experience in insurance or financial services is preferred, along with demonstrated skills in strategic planning, project management, and change management.
Skills & Abilities
- Inspiring leadership and team-building with a collaborative approach.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication and interpersonal abilities.
- Solid business acumen and understanding of technology-driven efficiency.
- Ability to manage multiple priorities in a dynamic environment.
Key skills/competency
- onboarding
- sales enablement
- coaching
- KPI monitoring
- compliance
- reporting
- project management
- strategic planning
- process improvement
- change management
How to Get Hired at Teach Me Personnel LLC
🎯 Tips for Getting Hired
- Customize your resume: Tailor experiences to sales operations.
- Highlight leadership skills: Emphasize team management and coaching.
- Show technical aptitude: Mention data analysis and process tracking.
- Research Teach Me Personnel LLC: Understand company culture and mission.