Director, Internal Sales Desk

The Director, Internal Sales Desk is a senior sales leader responsible for building and leading a high-performing Sales Desk that drives distribution growth and delivers consistent, high-quality presales support. 

This role oversees both Internal Wholesalers and Sales Support Specialists, ensuring a balanced model of proactive sales engagement and efficient service delivery across the presales lifecycle. The Director translates strategy into execution, develops talent, and drives continuous improvement in sales effectiveness, service quality, and operational performance.  The position offers a sales based incentive with base salary and opportunities for performance bonuses in the all in target compensation range of $150,000 to $160,000, plus benefits.

Key Accountabilities

• Lead and develop a high-performing, multi-tiered Sales Desk team
• Align Sales Desk priorities with distribution strategy and business goals
• Drive sales opportunity development and conversion outcomes
• Deliver efficient, scalable, and high-quality presales support
• Establish disciplined operations, service standards, and performance management
• Contribute to distribution leadership and cross-functional initiatives

Position Responsibilities:

Leadership & Team Development

• Lead, coach, and develop Internal Wholesalers and Sales Support Specialists with clear roles, expectations, and performance outcomes 

• Build a strong team culture focused on accountability, collaboration, and continuous improvement 

• Implement targeted development programs to strengthen sales capabilities and technical/service expertise 

• Establish clear career pathways and succession planning across roles 

Sales Execution & Opportunity Management

• Translate distribution strategy into actionable Sales Desk plans and priorities 

• Drive proactive sales activity, opportunity identification, and pipeline development 

• Provide oversight on complex cases, proposals, and engagement strategies 

• Optimize collaboration between Internal Wholesalers (sales development) and Sales Support Specialists (case execution) to improve conversion and client experience 

Sales Support and Service Delivery

• Oversee end-to-end presales support, including inbound inquiries, case coordination, illustrations, and product support 

• Establish and manage service levels, response standards, and quality expectations for all support activities 

• Ensure consistent, accurate, and professional interactions with internal and external stakeholders 

• Manage workflow, capacity, and case distribution to support high-volume activity efficiently 

• Monitor service metrics (e.g., turnaround time, quality, responsiveness) and drive continuous improvement 

Organizational Leadership & Governance

• Serve as a key member of the Distribution Management team and Sales Leadership forums.
• Contribute to enterprise planning, decision-making, and cross-functional initiatives.
• Act as a trusted advisor to senior leaders on Sales Desk capabilities and performance.

Operational Excellence

• Oversee daily Sales Desk operations across sales execution and service delivery 

• Define and optimize staffing models, workflows, and resource allocation 

• Implement performance metrics and reporting across sales and service functions 

• Drive improvements in tools, systems, and processes to increase efficiency and scalability 

Subject Matter Expertise & Stakeholder Partnership

• Partner with Sales, Product, and Distribution leaders to align priorities and execution 

• Act as a key liaison between field sales and internal support teams 

• Provide insights to inform business planning, process improvements, and system enhancements 

• Contribute to distribution strategy, planning, and leadership forums 

Communication & Enablement

• Ensure clear, consistent communication across Sales Desk and stakeholders 

• Lead training on sales campaigns, product updates, tools, and processes 

• Equip teams with the knowledge, resources, and messaging needed to perform effectively 

Required Qualifications:

• Bachelor’s degree or equivalent combination of education and business experience.
• 5+ years of progressive management and sales leadership experience.
• Life and Annui