Financial Wellness Sales Manager at DCM Group

About the job
Sales manager - Financial Wellness Industry

• We are looking for a dynamic and experienced professional to lead and manage sales within the financial wellness sector. This role requires a strong leader with a proven track record in team management, employer relationship-building, and strategic execution to drive departmental success.

Key Responsibilities

• Team Leadership: Oversee and guide Wellness Coaches, ensuring they effectively support employees in need of financial assistance.
• Stakeholder Management: Develop and maintain strong relationships with employer clients, serving as a trusted partner to address their needs.
• Strategic Planning: Establish departmental goals and implement strategies to enhance revenue streams and optimize business performance.
• Training & Development: Assess training needs, provide coaching, and mentor team members to enhance skills and overall performance.
• Performance Management: Track and evaluate team performance, ensuring sales targets and budget objectives are consistently met.
• Policy Implementation: Develop and enforce policies and procedures in compliance with regulations, including company recovery processes.
• Reporting: Prepare detailed monthly reports highlighting sales performance, successes, and areas for improvement.
• Recruitment & Onboarding: Lead the recruitment and onboarding of new team members, fostering a culture of collaboration and professional growth.
• Customer Relationship Management: Build and sustain strong, long-term relationships with clients by understanding and addressing their unique needs.
• Travel: Regular travel may be required to meet clients and oversee operations across multiple locations.

Requirements

• Education: Degree or diploma in finance, accounting, or a related field.

Experience:

• 3–5 years of managerial experience in a relevant role.
• Demonstrated success in achieving business objectives and driving team performance.

Skills:

• Strong leadership and team management capabilities.
• Excellent analytical skills with keen attention to detail.
• Outstanding verbal and written communication skills.
• Effective time management with the ability to meet strict deadlines.
• Knowledge of the National Credit Act and regulatory compliance.

Personal Attributes:

• Ability to work independently with accuracy and efficiency.
• Strong interpersonal skills for relationship-building with clients and team members.

Additional Requirements:

• References demonstrating a proven history of success.