Business Sales Manager

Job title: Business Sales Manager

Salary: Competitive – circa £35,000-£50,000 per annum (depending on experience) + bonus/commission opportunities

Location: Hertfordshire

PURPOSE OF ROLE The role of Business (Sales) Manager is critical to delivering the long-term strategy of a very reputable insurance business – to build sustainable & profitable growth, to be a great company to do business with and to be a great place to work. You will play an integral role in enabling the smooth and efficient operation of the agency by providing team leadership that drives performance and ensures compliance with training and competence standards. This will support the delivery of sales targets and industry-leading levels of customer retention.

RESPONSIBILITIES

• Lead, manage, motivate and develop direct reports across the sales team, ensuring they understand expectations, maximise performance, realise their potential, and contribute to business objectives.
• Support delivery of commercial and High Net Worth sales by overseeing prospecting activities to build a strong sales pipeline.
• Work alongside the Compliance Manager to ensure team members are trained and deliver competence standards in a compliant manner, with ongoing performance monitoring to maintain sales and service standards.
• Lead the co-ordination and supervision of the Sales Team to deliver consistent, industry-leading customer service compliant with standards.
• Plan, lead, delegate and deliver strategically aligned sales and marketing initiatives (including central campaigns) across all business areas to build a pipeline of opportunities.
• Support the sales team to generate Life and Risk Management leads from existing and new customers to meet targets, maximise cross-selling.
• Contribute to the effective and efficient running of the Agency, including management of Microsoft Dynamics, CRM, and Power BI to track and manage team targets and objectives.

DAY-TO-DAY

Your typical day will involve leading and coaching the sales team, monitoring performance and compliance, overseeing prospecting and pipeline activities, coordinating sales/marketing initiatives, supporting lead generation for Life/Risk products, ensuring high standards of customer service, and using CRM/Power BI tools to drive results. You’ll collaborate closely with the team and Compliance Manager while maintaining focus on sustainable growth, regulatory standards, and exceptional customer relationships.

EXPERIENCE

• Track record of managing teams within the financial services environment (essential).
• Demonstrable experience of coaching individuals to meet required standards.
• Experience providing excellent customer service.
• Experience working independently to solve problems and use sound judgement.
• Good working knowledge of Microsoft Office programs and packages (including CRM systems such as Microsoft Dynamics and Power BI desirable).

SKILLS

• Ability to build relationships across teams and communicate effectively at all levels of the business hierarchy.
• Strong verbal and written communication skills.
• Attributes of honesty, integrity, due skill, care, and diligence at all times.
• Leadership and motivational skills to develop and drive team performance.
• Strategic planning and delegation abilities for sales/marketing initiatives.
• Compliance-focused mindset with understanding of regulatory standards in financial services/insurance.