Performance Management Consultant

About the Role

The Performance Management Consultant will handhold, manage, and coach Rookies Advisors , ensuring they stay on track with their sales activities, receive the right interventions, and successfully progress through the program.

Key Responsibilities

• Conduct daily business coaching sessions for Rookies Advisors.
• Monitor and track daily sales activities and individual performance.
• Organize sales activities such as seminars, roadshows, customer presentations, and webinars.
• Conduct regular one-on-one coaching based on individual performance and development needs.
• Identify performance gaps and organize appropriate training or intervention sessions.
• Work closely with sales leaders, business development, training, and management teams to support advisor performance.
• Prepare and present weekly performance updates to management.
• Participate in recruitment assessments to help identify quality insurance sales talent.
• Support other activities related to the development and performance of new insurance advisors.

Must-Have Qualifications

• Bachelor’s degree.
• At least 2 years of relevant experience .
• Proficiency in Microsoft Office tools.
• Digital savvy and comfortable using digital platforms/tools.
• Willingness to work with and develop sales talent in a coaching-focused environment.
• Win-win mindset.

Good-to-Have

• Experience in training and/or sales .
• Experience in coaching or performance management.

Why Join Us

• Play a direct role in developing and supporting new sales talent.
• Work closely with agency leaders, training, business development, and management.
• Gain hands-on exposure to coaching, performance management, and sales development.