MANAGER, DIRECT SALES AND RETENTION (HYBRID)

at  Green Shield

WHO WE ARE

When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a not-for-profit with a mission to support better health for all Canadians.
We aren’t just a health and benefits company. We’re the only not-for-profit social enterprise that brings worlds of coverage and care together, all in one place.
We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.
Our mission is to create better health for all Canadians, and we know that starts with our employees.

Reporting to the Director, Individual Direct Channel (IDC), the Manager, Direct Sales & Retention will be responsible meeting annual net sales & retention targets.
You have experience in needs-based, consultative selling and understand how to help others exceed ambitious targets. You are a gifted leader, motivator, and coach with a passion for building and developing high performing, client-obsessed teams.
You understand the regulatory landscape of the insurance industry with experience leading both licensed and non-licensed sales teams, in-house and through outsourced sales vendors.
You are process driven, understanding how to create replicable sales experiences using scripting, guidance models, rewards & recognition programs and technology to support your agents. You are an expert at interpreting sales KPIs & analyses and translating your insights in improvement actions.
You foster a positive work environment and pro-actively anticipate staffing or results challenges, coming equipped with suggestions or insights in your constant pursuit of the possible.

What will you do?

• Lead a team of sales & retention agents to exceed their operational, client experience, and revenue targets.
• Utilize best practices in coaching and development of sales agents in a needs-based or non-licensed insurance sales capacity.
• Manage all contracted sales vendors, inclusive of call monitoring, activity & service level targets, results management, quality assurance, quality of advice, site visits, and process adherence.
• Manage the rewards & recognition program for inhouse sales agents and sales vendors.
• Investigate complaints relating to sales or retention calls and provide feedback.
• Support the evolution of the Greenshield D2C and Group Conversion sales operations into an omni-channel, best of class direct distribution centre.
• Lead initiatives specifically tied to front-end sales delivery and consult or partner with others as a key stakeholder where sales operations is impacted.
• Provide weekly sales & retention updates with forecasting on month, quarter, and annual results.
• Perform strategic and business analysis identifying key issues and proposing recommendations to pivot or solve relative to sales performance and KPIs.