Call Center Sales Manager

Call Center Sales Director

Advisors Excel—one of the nation's largest independent financial services companies—is launching a brand-new lead generation and appointment-setting operation, and we're looking for a Call Center Sales Director to help bring it to life. In this role, you'll recruit and develop a high-performing team, establish the processes and technology that drive success, and lead the day-to-day operation. You'll help build the foundation for a scalable, high-performing call center while shaping the future of this growing division and creating meaningful value for Advisors Excel partners.

What You'll Do:

• Recruit, hire, train, coach, and develop a high-performing team of Call Center Representatives focused on creating quality consumer connections and advisor opportunities
• Lead daily call center operations while establishing scalable processes, workflows, and quality standards.
• Monitor and improve key performance metrics, including contact rates, qualification rates, appointments booked, and appointments held.
• Develop call scripts, coaching strategies, and quality assurance programs that drive consistent results.
• Work alongside your team during the early stages of the department by assisting with outbound calling and appointment setting as needed.
• Partner with senior leadership to establish operational processes, optimize lead management, and enhance the advisor handoff experience.
• Evaluate and help implement CRM, dialer, and other call center technologies that support business growth.
• Analyze performance data, identify opportunities for improvement, and implement solutions that increase efficiency and effectiveness.
• Help shape the future of the department through hiring strategies, organizational planning, and continuous process improvement.

Experience You'll Bring:

• 5+ years of outbound sales, call center, or appointment-setting experience.
• Experience leading, coaching, or mentoring sales, appointment-setting, or call center professionals
• Experience building processes, workflows, or team structures in a growing or changing environment.
• Demonstrated success working in a metrics-driven sales environment.
• Experience with CRM systems and outbound dialing technology.
• Strong leadership, communication, and problem-solving skills.
• A proactive mindset with the ability to thrive in a fast-paced, evolving environment.

Bonus Points:

• Experience building or expanding a call center, sales team, or operational function.
• Experience developing operational processes, performance metrics, or incentive programs.
• Experience in financial services, insurance, annuities, Medicare, or a related industry.

What You'll Get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.