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Sales Manager

The Sales Manager oversees the day‑to‑day operations and performance management of the sales team. This role ensures SOPs are clear and understood, supports advisors as a point of contact for escalations, and drives call quality and performance. The Sales Manager works closely with the Sales Director to execute department initiatives, coaching plans, and reporting expectations.

Manage day-to-day operations to ensure efficiency: timecards, schedules, standard operating procedures and policies.
Drive performance: through data reporting and performance analysis, evaluation audits, 1:1s, training, removing obstacles to advisor success.
Act as main point of contact for client escalations, back up advisors to maintain service levels.
Collaborate with the Sales Director on departmental initiatives, coaching plans, employee relations issues and provide weekly reporting.

There are often additional duties that a manager will take on that may not be listed here, we appreciate all contributions that lead to the success of our company.

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