IMA Financial Group
Insurance
PrivateClientAdvisorTeamLeader
“Private Client Advisor Team Leader at IMA Financial Group. Skills: Sales leadership, Client advisory, Revenue growth. Lead and mentor a team of Private Client. Develop and implement sales strategies to drive revenue”
What You'll Achieve.
Exceed sales targets; Drive revenue growth; Ensure client satisfaction
Industry & Context.
Sales performance analysis
What They're Looking For.
Must Have
7+ years of experience in the insurance industry, 5+ years of experience in sales or client advisory roles, Proven track record of exceeding sales targets, Experience managing and developing a sales team
Nice to Have
Bachelor's degree in Business, Finance, or related field, Experience with CRM software, Knowledge of commercial insurance products
What You'll Do.
Lead and mentor a team of Private Client
Develop and implement sales strategies to drive revenue
Manage key client relationships and ensure client satisfaction
Achieve and exceed team sales targets
Monitor team performance and provide coaching
Collaborate with internal departments to support client needs
Stay updated on market trends and product offerings
How You'll Work.
Team & Collaboration
Internal departments
Communication Scope
Client presentations; Team coaching
Applying for this Private Client Advisor Team Leader role?
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