Sales Manager Financial Advisory Firm
2 months ago
- Paid training & side by side mentor agent coaching.
- Among the industry's most attractive incentive & rewards program.
- A work environment that allows you control over your time.
- Opportunity to represent a full range of insurance & financial services products.
- National marketing & advertising support.
- The highest retention rate of agents in the industry.
The purpose of the Sales Manager position is to manage a group of financial representatives within a territory to ensure that performance results are achieved, and to drive capacity growth, sales, and member engagement within a designated geographical area.
Job Qualifications* Series 7, 63 & 65 or 66, state insurance license and company appointed in all lines and in all states that comprise the regional financial office. Once financial associates are assigned for coaching/mentoring, it will require the senior partner/partner to obtain securities, state insurance licenses and appointments in all lines and in all states where the associate is conducting business and receiving commissions.
* CLU, CFP designation strongly preferred.
* College degree and/or equivalent experience in the financial services industry.
* Strong leadership, management and sales experience in the financial services industry.
* Membership in the National Association of Insurance and Financial Advisors (NAIFA) or National Association of Fraternal Insurance Counselors (NAFIC) and GAMA required.
* Membership in the Society of Financial Services required based on eligibility.
Insurable under both the Society's applicable fidelity bond and errors and omissions coverage.
* Ability to effectively travel around the assigned geographic area.
* Occasional commercial travel for meetings, conferences and training.
* Demonstrated history of sound personal finances.
Send your response in confidentiality to: recruiterchic@gmail.com
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