About this role
Manager of the Advice Center Sales team responsible for selling financial products and services, managing a team, achieving goals, and coaching staff.
Key Responsibilities
- Manage a team of Retirement Plan Specialists and Financial Advisors
- Establish and drive goals
- Exercise leadership to motivate and coach
- Provide comprehensive financial and retirement planning guidance
- Sell distributed products and services
Technical Overview
Financial services sales leadership; regulatory licensing and compliance; client advisory
Ideal Candidate
The ideal candidate is a senior sales leader with 7+ years in financial services/insurance, holding FINRA licenses, and capable of leading a team, driving revenue, and coaching financial planners/advisors.
Must-Have Skills
Bachelor’s degree in finance or businessor equivalent industry experienceSeven years of experience in sales and marketing within the financial services and insurance industryFive years as a financial planner/advisorFINRA Series 6 and 63 or higherFINRA Series 26 and 65/66or obtain within six monthsLifeAccident and Health license
Nice-to-Have Skills
CRPCCFPCLUChFCSupervisory experience of a sales teamWebinars and GoTo Meeting hosting experience
Tools & Platforms
MS Office
Required Skills
Bachelor’s degreeseven years sales/marketing in financial servicesfive years as financial planner/advisorFINRA Series 6 and 63FINRA Series 26 and 65/66Life/Health licenseMS Office
Hard Skills
Bachelor’s degree in finance or businessor equivalent industry experienceSeven years of experience in sales and marketing within the financial services and insurance industryFive years as a financial planner/advisorFINRA Series 6 and 63 or higherFINRA Series 26 and 65/66or obtain within six monthsResident state LifeAccident and Health licenseMS Office (WordPowerPointExcel)
Soft Skills
Outstanding communication skillsInterpersonal and relationship buildingAnalytical and problem-solvingProficiency in MS Office
Certifications
Required
FINRA Series 6FINRA Series 63FINRA Series 26FINRA Series 65FINRA Series 66LifeAccident and Health license
Preferred
CRPCCFPCLUChFC
Keywords for Your Resume
manageradvice center salesretirement planningfinancial advisorFINRA Series 6FINRA Series 63FINRA Series 26FINRA Series 65/66Life licenseAccident and Health licenseBachelor’s degreesales leadershipteam managementcoachingp&l managementinbound callsoutbound callstrainingwebinarsGoToMeetingLife
Deal Breakers
No FINRA licenses listed, No Life/Health license, Less than 7 years in financial services sales, No ability to manage a team
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