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
• Excellent compensation
•  
• The Sales Manager is responsible for leading and advancing profitability, growth, and retention of the business in the region, consistent with overall business unit objectives.  Key player in developing and implementing strategic and tactical operational initiatives.  Effectively manages operations and processes.  Sets and monitors performance standards. Is responsible for mentoring, coaching and motivating a team of Account Executives and Customer Service representatives to ensure the achievement of the team’s goals, organizational objectives and financial objectives.
• 
  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 

Job Requirements

REQUIRED QUALIFICATIONS

• 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

Pamela J.  Kortekamp

Lifetime Recruiting Strategies

"Developing Relationships that last a Lifetime"

P.O. Box 54507

Cincinnati, Ohio  45254

PH: 513-753-4926

LifetimeRecruiting.com

"Happiness lies in the joy of achievement and the thrill of creative effort"

Franklin D. Roosevelt

information will be kept confidential according to EEO guidelines.