The Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing (DLM) Sales Desk, partnering directly with the Director to oversee day-to-day workflow and coach inbound sales representatives
Job Summary
The Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing (DLM) Sales Desk, partnering directly with the Director to oversee day-to-day workflow and coach inbound sales representatives.
This role plays a key part in training, recognition, and continuous improvement to strengthen advisor engagement and drive sales outcomes, reinforcing a consistent "One Distinct Message" experience.
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly have the ability to enroll in Group 1001’s comprehensive benefits package, including health, dental, vision, life insurance, disability, and a 401K plan with matching contributions.
Matching Summary
The Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing (DLM) Sales Desk, partnering directly with the Director to oversee day-to-day workflow and coach inbound sales representatives.
Skills & Requirements
Must-have
Annuity product knowledge
Financial services industry
Sales desk operations
Advisor engagement
Service level monitoring
CRM proficiency
Nice-to-have
Technology-driven culture
Collaborative environment
Continuous improvement focus
Career pathing opportunities
Key Requirements
Bachelor's degree in business, finance or related field or experience
3-4+ years of experience in sales desk, internal wholesaling, customer engagement, or advisor support
Knowledge of annuities, financial services products, and industry terminology
Exceptional communication and relationship building skills
Experience in coaching, training, and mentoring others
Proficiency in CRM systems (Salesforce preferred), data analytics tools, and sales platforms
Series 6 and 63 licenses required
Series 26 license required (or ability to obtain within 30 days)