Sales Office Manager (Insurance Company)
えいぎょうしょちょう（ほけんがいしゃ）
Industry & Occupation
Classification
- Major : Managerial Occupations
- Middle : Corporate and Organizational Managers
- Minor : Corporate Managers
Summary
Oversees the operation of an insurance company's sales office, achieving sales targets, managing and developing staff, and planning and executing sales strategies as a management position.
Description
The Sales Office Manager (Insurance Company) sets and manages performance targets for the sales office, recruits, develops, and evaluates staff, while supervising the sale of insurance products to customers. Analyzes market and customer needs, plans and executes sales strategies, coordinates with agencies and other departments, promotes compliance adherence, and advances risk management. Leads the team to achieve goals and contributes to the company's revenue growth.
Future Outlook
Due to an aging population and increasing risk awareness, insurance demand will remain stable, while digitalization and the expansion of direct sales channels are expected to diversify sales styles. There will be an increasing demand for personnel with both management skills and digital skills.
Personality Traits
Flexible and Adaptable / Goal Achievement Oriented / Has Leadership / Sociable / Strong Sense of Responsibility
Work Style
Business Trips / Customer Visits / Flex Time / Partial Remote Work Allowed / Sales Office Work
Career Path
Sales Staff → Leader → Sales Office Manager → Branch Manager → Sales Director
Required Skills
Budget Management / Customer Negotiation / Insurance Product Knowledge / Presentation Material Creation / Sales Management / Staff Education and Guidance
Recommended Skills
CRM Utilization / Coaching / Compliance / Marketing / Risk Management
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | Because they analyze sales performance and market data to formulate strategies. |
| Attention to Detail & Accuracy | Because mistakes in contract details can lead to significant risks. |
| Communication Skills | Because smooth communication with staff, customers, and related departments is necessary. |
| Initiative & Leadership | Because they are required to lead the sales office and take initiative themselves. |
| Numerical & Quantitative Analysis | Because numerical analysis skills are essential for sales targets and budget management. |
| Planning & Organization | Because sales planning and schedule management are important. |
| Problem Solving | Because it is necessary to quickly resolve issues with customers and staff and prevent troubles in advance. |
| Stress Tolerance | Because there is high pressure to achieve goals, requiring stress tolerance. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Mainly desk work and customer visits, with moderate physical demands. |
Related Qualifications
- Damage Insurance Solicitor Qualification
- Financial Planner (FP)
- Life Insurance Solicitor Qualification
Related Jobs
- Agency Sales
- Branch Manager
- Sales Position (Insurance)