Deputy Manager - Sales & Operations

Job Summary

Sales Person

Key Responsibilities

• Build and expand business in insurance sales by identifying opportunities, setting targets, and ensuring consistent delivery of revenue goals.
• Lead, mentor, and manage a team of Sales , Account Executives, and support staff.
• Foster a culture of accountability, performance, and continuous learning.
• Utilize G Suite and Microsoft Office tools (especially Excel) for reporting and data analysis.
• Maintain and manage sales databases, trackers, and team performance records.
• Audit sales calls to ensure adherence to pitch and process standards.
• Identify gaps and coach the team to improve conversion rates and customer experience.
• Streamline sales processes to increase efficiency and productivity.
• Develop, manage, and improve sales dashboards and reporting tools.
• Track KPIs and analyze sales data to inform business decisions and forecasts.
• Analyze market trends, competitor activity, and customer feedback.
• Use insights to refine strategies and identify new areas for growth.
  

Requirements

• Minimum 5+ years of experience in sales operations or team management roles.
• Strong leadership and team management capabilities.
• Ability to inspire, guide, and align a sales team towards common goals.
• High proficiency in Microsoft Excel, including working with formulas, pivot tables, and reporting tools.
• Comfortable working with G Suite tools (Sheets, Docs, Slides).
• Strategic thinker with the ability to work hands-on when needed.
• Analytical and data-driven approach to sales performance.
• Passion for developing people and driving measurable results.
• Ability to adapt to fast-paced environments and changing business needs.
• Preferred experience in insurance, customer support, credit card, or loan industries.