Sales Relationship Manager

The Sales Relationship Manager (SRM), manages a group of agents (called Book of Business) in order to drive sales production. The SRM also is responsible for growing his/her book of business through recruiting additional agents, developing existing agents and opening additional market opportunities. The SRM works one on one with agents on active cases, reviewing books of business and developing sales skills.

Key Responsibilities:

• Relationship building: In order to be successful, the SRM must continuously grow and nurture relationships with their Book of Business.  
• Recruiting: The SRM will be responsible for recruiting additional agents in order to grow his/her book of business.
• Case design and support: The SRM will use software, illustrations and other means to help their agents prepare for client appointments, sales meetings and training workshops.
• Market communication: The SRM will provide product, rate and other market updates to their agents in a timely manner. This communication may be via email, webinar, phone calls or other means.
• Ongoing training and education: The SRM should provide ongoing training and education for agents in order to continue their development and sales skills.
• Operational support: When needed, the SRM may provide operational support for the agent or the agent’s office through case follow-up, assistance with applications, licensing and contracting needs or other operational matters

Travel requirements:1-2 times/quarter

• College degree in business, finance, communications or similar field
• 5 years of experience in the financial services industry
• 2 years of prior wholesaling or relationship management 
• 2 years experience in customer service
• Excellent interpersonal skills and effective communication
• Public speaking
• In-depth knowledge of insurance products
• Proficient selling skills

Physical Requirements

• Standing or sitting for extended periods of time in an office environment
• Working on a computer for extended periods of time 
• Lifting up to 15 pounds