Personal Sales Lead/Manager

Region: Halton Region, Hamilton Region, Niagara Region

Work Preference: Hybrid, Office, Remote

  • ID: p-33166
  • Description: Experienced Team Lead/Account Manager wears many hats! She was acting Team Lead, reviewing KPI's, metrics one to ones with staff, while bringing in approx 500k in New Business as it presented. She participated in weekly managerial meetings, audited calls for quality assurance, and mentored the weaker members of her team on various methods to achieve their goals, close sales and hit targets. While an PL Account Executive, she advised clients on products & how to bundle & Save!
  • Goal: To lead a successful sales team in achieving their targets, growing their business, and representing her brokerages goals, vision and brand.
  • Accomplishments: Brought in over 5M in her department in New Business
  • Systems: EPIC and ARS
  • Markets: All Major Portals
  • Years of Experience: 4 years experience with same company
  • Salary: 65k
  • Education: RIBO
  • Languages: English
  • Location: Welland, Ancaster, Hamilton, Stoney Creek
  • Area of Expertise: Home and Auto, Trailer, Watercraft
Additional Comments
This outstanding candidate is exceptional at Change Management, able to identify and execute more efficient processes to improve the overall workflow and increase the brokerages New Business. Having been an AE, she is highly experienced at shopping for the best rates, explaining to her clients on how to save, how to mitigate loss, and ensure they understand their coverage. She is proactive and organized and loves to mentor and watch her team grow, & her brokerage succeed!
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