Financial Services Manager
3 weeks ago
Ryabyy Region is part of Modern Woodmen of America, a member-owned fraternal financial services organization with over 700,000 members. Our team focuses on building successful teams in the financial services industry, with a strong background in leadership and management.
About the Role
This role is an excellent opportunity for career advancement, with a focus on leading a team of financial professionals. As a Financial Services Manager, you will be responsible for providing tailored financial solutions to meet the unique needs of our members. This includes building and maintaining strong relationships with clients, developing and implementing strategies to expand the client base, and fostering a culture of continuous learning and professional development within the team.
Key Responsibilities:
- Client Engagement: Provide tailored financial solutions to meet the unique needs of our members. Build and maintain strong relationships with clients. Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
- Team Leadership and Development: Recruit, train, and mentor new financial representatives. Develop and lead a high-performing team to achieve collective and individual goals. Foster a culture of continuous learning and professional development within the team.
- Community Involvement: Actively participate in community service and outreach programs. Represent Modern Woodmen of America in local events and initiatives. Engage in fraternal programs that directly benefit local communities.
- Business Growth: Drive the growth and success of the local office. Develop and implement strategies to expand the client base. Monitor and manage team performance to ensure alignment with organizational goals.
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