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Director Sales Support and Account Management
Principal Financial Group
Costa Mesa, CA, United States
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Responsibilities:
The Director Sales Support & Account Management will lead a team of sales support staff, account executives, and enrollment staff in our Costa Mesa, CA field office. In addition, the Director Sales & Account Management will partner with sales reps to achieve office sales and retention goals. A strong working knowledge of all sales office roles - new business acquisition, account management and enrollment education is required. As the leader, the Director Sales Support & Account Management will need to take a very "hands on" approach and be willing to take very tactical actions to get things done. The successful incumbent is comfortable both leading and influencing direct reports, peers and supervisors in day to day relationships
This fast moving position requires the capacity to frame problems and solutions from a broad, strategic perspective. The ideal candidate will have strong communication skills, verbal and written. As a leader, the communication skills are particularly important in terms of defining expectations, establishing goals, and keeping others well informed. The Director Sales Support & Account Management will need to generate enthusiasm, create optimism and build excitement within the sales office.
Qualifications:
• Bachelor's degree or 8 years of equivalent experience
• 6+ years of related experience (formal direct leadership experience strongly preferred).
• Must have resident and non-resident life and health license(s) or obtain within first 3 months of employment.
• Previous financial services experience preferred.
• Advanced knowledge of group benefits (working directly with dental, disability, and/or life insurance) preferred.
• Excellent leadership, coaching, decision-making, interpersonal, problem solving, presentation, analytical, and verbal and written communication skills.
• Requires ability to develop effective relationships and motivate producer behavior.
• Ability to maintain confidentiality is essential.
• Must have basic computer skills (specifically Word and Excel).
• This position will spend some time out of the office in face-to-face contact with customers and brokers.
• Some travel required.
• Non-solicitation agreement required upon hire.
Additional Information:
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Work Authorization/Sponsorship
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.