Sales Manager Financial Advisory Firm

Our client is an award-winning firm, with a very solid and recognizable name and reputation.

Our Client is one of Most Recognized in the country.
Currently we are looking for a Sales Managers to lead teams in our offices throughout the US.

• Responsible for leading a team of 5-10 Financial Advisors in day to day activities
• Provide coaching and guidance to new associates on developing their business practice
• Work with other members of the management team to continue growing the office
• Responsible for personal production and management of team
• Joint work with junior advisors
• Direct report to Managing Director
• Primary Duties and Responsibilities
• Achieve Business Objectives
• Develop business plan and manage all aspects of marketing to achieve profit and production objectives.
• Staff Development:
  Develop and train team members
• Establish performance goals and manage performance
• Coach employees toward performance and development objectives
• Make hiring, termination and compensation decisions
• Manage workload, workflow and service levels to maximize efficiency
• Responsible for compliance to all company and regulatory requirements
• Accountable for team's quality, results and corrective action plans
• Business Relationships:
• Business Strategy Development
• Implement and execute long and short-term business strategies to effectively
• Lead the development of strategic business planning activities, including marketing and underwriting that are designed to increase the business unit’s presence in the market; retain the appropriate mix of business; and achieve overall growth and profit objectives while considering our market competitive position.
• Marketing, Agency Management

• Bachelors Degree or equivalent experience
• 3-5 years industry experience
• Demonstrated track record of driving sales of financial services and products
• Strong business acumen with a deep understanding of financial services and products on the insurance and investment sides.
• Must be licensed with s7 and Life and Health

P.O. Box 54507

PH:

information will be kept confidential according to EEO guidelines.