Sales Manager Financial Advisory Firm

Our client is an award-winning firm, with a very solid and recognizable name and reputation. Job Description Our Client is one of Most Recognized in the country. Currently we are looking for a Sales Manager 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 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 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 Additional Information "Developing Relationships that last a Lifetime" P.O. Box 54507

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