Senior Financial Services Sales Manager

1 week ago


San Francisco, California, United States National Life Group - San Francisco Full time

About National Life Group - San Francisco

As a leading financial services company, National Life Group - San Francisco is dedicated to empowering our clients and team members through financial expertise and innovative growth strategies. Our company stands as a beacon of financial strength and integrity in the industry.

Job Summary

We are seeking a highly skilled and experienced Senior Financial Services Sales Manager to lead our Financial Advisor Team and play a pivotal role in both our clients' financial success and team's professional development. This role combines rigorous leadership responsibilities with direct financial advisory tasks, offering a dynamic career path that includes both fixed compensation and performance-based incentives.

Key Responsibilities

  1. Leadership Recruitment: Recruit and manage a team of financial advisors, focusing on building a strong and productive team that meets earnings requirements.
  2. Client Relationship Management: Build and maintain lasting relationships with clients through regular reviews and proactive communication, ensuring their financial goals are met.
  3. Financial Portfolio Management: Analyze market trends to optimize client portfolios and craft personalized financial strategies that turn clients' financial aspirations into realities.
  4. Team Collaboration and Training: Collaborate with a team of experts to enhance services and contribute to the team's success, while benefiting from a comprehensive training regime designed to build a 7-figure practice.

Requirements

  • Proven experience in financial advising, recruiting, and team management.
  • Pursuing or holding relevant certifications, such as FINRA S7 and S66.
  • Strong leadership capabilities, excellent communication skills, and uncompromising integrity.

Compensation and Benefits

We offer a competitive compensation package, including bonuses based on individual and team performance, as well as overrides on agents personally hired. Our company provides a supportive culture that values collaboration, innovation, and work-life balance, with opportunities for professional development and clear growth paths for advancement.

Why Join Our Team

At National Life Group - San Francisco, we are committed to creating an inclusive environment where all employees can thrive. We value diversity and provide reasonable accommodations and support accessibility for all team members. If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, we encourage you to apply.



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