Sales Lead
📋 Role Overview & Responsibilities
Who We Are:Newly united with LeadJig and Acquire Direct, White Glove is now part of the largest full-service, omni-channel marketing company focused exclusively on financial advisors. Its core services offerings include educational workshops and automated lead nurturing solutions remove the stress from marketing, allowing advisors to focus on what matters most – building meaningful client relationships. Through its comprehensive technology platform, advisors can effortlessly oversee the full spectrum of their marketing campaigns, from identifying prospects and delivering campaigns to managing communication and analyzing data. Who You Are:We are seeking a responsible and detail-oriented individual to fill our Sales Leader position. In this role you will be tasked with achieving and executing divisional sales targets through direct leadership over account executives and new hires and. The sales team leader is the glue that holds the sales team together, provides the training and motivation to the team to reach sales goals. The work environment is typically fast paced, and the team leader is often moving from one task to another, answering questions, holding meetings, delegating responsibilities, and acting as a voice of encouragement. How You’ll Contribute: · The Sales Leader is responsible for providing exemplary selling and customer service that is designed to improve the productivity and profitability of the department· Assist Sales leadership with recruiting and training new sales staff, assigning specific tasks to other sales staff, and monitoring the team's sales performance.· Solving customer complaints and answering customers' questions.· Day to day coaching and development will be the primary focus of this position, following a defined coaching program as designed by leadership (Listening Reviews, Monthly Action Plans, 1:1 Meetings, Action Plan Coaching, etc.)· Work with sales leadership to develop and deliver daily structure· Work with sales leadership to develop and deliver weekly sales meeting (provide status updates, best practices, call listening, etc.)· Work with sales leadership to consistently update and organize “sell sheets” for sales floor as well as the consistent additions of recorded calls to the sales call library· Assist in the development and upkeep of sales reporting dashboards and individual sales reports· Manage and devise strategies for acquiring and retaining new current customers.· Work on future growth plan, pipeline management and forecasting support, develop budgeting management, commitments, and quotas.· Develop key metrics to drive plan achievement· Continued use and learning of the sales tech stack· Supports Chief Sales Officer when they are out of the office, if needed· Other projects as assigned What You’ll Need: · Bachelor’s degree in business, or a related field (preferred).· At least 5 years sales leadership experience· Experience with Salesforce a plus· History of success in a Sales Representative role· Familiarity with the financial advisory industry is preferred.· Able to work independently and as a part of a team The Fine Print: Compensation:· TBD annually based on experience Benefits:· 401(k) matching· Health insurance· Dental insurance· Life insurance· Paid time off· Vision insurance
Frequently Asked Questions
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This position is located in Troy, MI with potential relocation and sponsorship assistance depending on candidate qualifications.
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