Territory Sales Manager

Job Overview

This role includes a base rate plus commissions. Total Potential Annual Earnings: $70,000 - $430,000. Provides leadership and directs the activities of a business development team within a specific market area delivering investment management and risk (insurance) management. Responsible for achieving team production goals as well as individual production goals as assigned.

• Bachelors Degree or equivalent education and experience
• Minimum 2-3 years investment and insurance sales experience required

• Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
• Strong communication and PC skills.
• Unblemished compliance record.
• Demonstrated team player and high quality service provider.

FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health, Licenses. Series 7 and Series 24 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.

• 35% Provides direction, training and coaching to assure goals are met and overall development of team’s skills and book of business continues. Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
• 20% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
• 15% Develops and executes individual business plan to meet sales goals. Monitors client investment performance and makes appropriate recommendations. Maintains minimum assigned level of production consistent with individual or team goals.
• 15% Sets goals for team members and evaluates individual performance. Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
• 10% Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
• 5% Other duties as required.

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

• Generous Paid Time Off
  :
  At least 22 days annually, prorated in the year of hire.
• Parental Leave
  :
  Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage
  :
  Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage
  :
  Ensuring your overall health and well-being.
• Flexible Spending Accounts
  :
  For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage
  :
  Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance
  :
  Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits
  :
  Including hospital, accident, and critical illness coverage.
• Retirement Plans
  :
  Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance
  :
  Supporting your growing family.
• Tuition Reimbursement
  :
  Invest in your education and career growth.
• Employee Assistance Program (EAP):
  Access to support and resources.
• Pet Insurance
  :
  For all your furry friends.
• Financial and Banking Services
  :
  Various banking services benefits and financial planning assistance.

• Medical Coverage
  :
  Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage
  :
  Ensuring your overall health and well-being.
• Voluntary Benefits
  :
  Including hospital, accident, and critical illness coverage.
• Generous Parental Leave
  :
  Six weeks of paid leave at 100% of your salary.

• Retirement Plans
  :
  Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.
• Paid Sick and Safe Leave
  :
  For your health and safety.
• Employee Assistance Program (EAP):
  Access to support and resources.
• Financial and Banking Services
  :
  Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.