Sales Operations Manager

@ Teach Me Personnel LLC

Company Overview

Optimized Insurance Planning (OIP) is a national firm dedicated to a client-centric financial planning process, including risk management solutions such as annuities, life and long-term care insurance.

Job Overview

We are seeking a Sales Operations Manager, also known as the Director of Advisor Experience, to join our Northlake home office. This role focuses on execution of established processes, supporting the sales team, and ensuring effective implementation of company initiatives.

Key Responsibilities

• Manage onboarding, development and operational support for Sales Associates.
• Oversee sales enablement and training programs designed by leadership.
• Support associates through performance check-ins and team meetings.
• Monitor operational KPIs and report to leadership.
• Delegate tasks with the Operations Team including Licensing/Contracting, Commissions, and New Business.
• Identify workflow efficiency improvements and ensure compliance with procedures.
• Interface directly with Financial Planners to resolve escalations.

Qualifications

A Bachelor’s degree in Business Administration, Operations Management, Finance, Insurance, or related field. Minimum 5 years of progressive experience in a sales management role with operational oversight. Insurance or financial services background preferred but not required.

Skills & Abilities

• Inspiring leadership and team-building capabilities.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal abilities.
• Strong business acumen with a focus on technology-driven efficiency.
• Ability to manage multiple priorities in a dynamic environment.

Key skills/competency

Sales Operations Manager, onboarding, sales enablement, KPI, leadership, operations, insurance, strategic planning, project management, performance coaching