Assistant Sales Desk Manager - Annuities

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

The Assistant Sales Desk Manager supports the overall leadership, performance, and culture of the Delaware Life Marketing (DLM) Sales Desk.  This role partners directly with the Director of the Sales Desk to oversee day-to-day workflow, coach inbound sales representatives, elevate service standards, and reinforce a consistent “One Distinct Message” experience across all Sales Desk interactions.  The Assistant Manager plays a key role in training, recognition, and continuous improvement that strengthens advisor engagement and drives sales outcomes. 

How You’ll Contribute:

Sales Desk Leadership & Support

• Serve as the primary support partner to the Sales Desk Director in running day-to-day desk operations.

• Act as second-in-command for the Inbound Team, including oversight of workflow, call coverage, assignment management, and service escalations.

• Provide leadership presence when the Director is unavailable – ensuring execution of the Teams daily activities, service consistency, timely decision-making, and clear communication.

Coaching, Development & Training

• Support onboarding and ongoing training for Inbound Sales Representatives, ensuring strong understanding of DLM products, processes, technology, and the 6 Step Sales Process

• Deliver group training sessions and one-on-one coaching to enhance sales effectiveness, messaging quality, and advisor experience.

• Reinforce performance expectations, professional standards, and role clarity for all desk representatives

Performance & Quality Management

• Assist with annual performance evaluations, including gathering KPI data providing feedback, and identifying development opportunities.

• Monitor service levels, call quality, advisor satisfaction, and workflow metrics; recommend improvements to elevate the desk’s performance.

• Partner with the Director to address elevated service issues and ensure timely, accurate resolutions.

Hiring & Talent Pipeline

• Participate in the recruiting of as well as the interviewing and selecting of candidates for internal and inbound roles.

• Support career-pathing initiatives that help reps progress from Inbound to Internal Wholesaler to Hybrid Wholesaler and to External Wholesaler.

• Provide opportunities to learn more about key roles in Sales Distribution, Marketing, Sales Enablement, and Operations.

Culture & Recognition

• Promote a positive, engaged desk culture through Bravo’s “Meaningful Recognition” program and regular team reinforcement.

• Encourage behaviors aligned to DLM’s 7 Pillars.

Industry Knowledge & Research

• Stay informed on trends in sales desk models, advisor support strategies, and competitive service design.

• Provide insights and recommendations that strengthen the DLM Sales Desk’s positioning and effectiveness.

We are looking for:

• Bachelor’s degree in business, finance or a related field or experience in lieu of education.

• 3 – 4+ years of experience in a sales desk, internal wholesaling, customer engagement, or advisor support environment.

• Knowledge of annuities, financial services products, and industry terminology is required.

• Exceptional communication and relationship building skills.

• Experience in coaching, training, and mentoring others is strongly recommended.

• Proficiency in CRM systems, Salesforce preferrable, data analytics tools, and sales platforms.

• Series 6 and 63 licenses required

• Series 26 license required (or ability to obtain within 30 days of hire).

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.