$89,600.00 - $149,300.00 annual (usd); not specifi...
Sales leadership and guidance
Financial planning and sales principles
Customer success and business growth
Manages a team of centralized Financial Advisors providing advice-based financial solutions and supporting broader onboarding needs
Job Summary
Manages a team of centralized Financial Advisors providing advice-based financial solutions and supporting broader onboarding needs.
Provides leadership, guidance, and training to the sales team, establishing clear expectations and holding members accountable for behaviors and results.
Drives customer success and business growth for the managed team to meet operational objectives and annual goals while ensuring adherence to financial planning and compliance standards.
Matching Summary
Manages a team of centralized Financial Advisors providing advice-based financial solutions and supporting broader onboarding needs.
Salary
$89,600.00 - $149,300.00 Annual (USD); Not specified; Not specified
Skills & Requirements
Must-have
Sales leadership and guidance
Financial planning and sales principles
Customer success and business growth
Operational objectives and annual goals
Risk and regulatory standards adherence
Nice-to-have
Motivating and supportive environment
Culture of belonging and brand reflection
Process innovation and special projects
Key Requirements
Bachelor's degree or 11 years higher education/work experience
7 years sales environment experience
2 years managerial/supervisory/leadership experience
FINRA Series 7, 63, 24, and 65 Licenses
New York State Life/Accident and Health Insurance license