Sales Manager Financial Advisory Firm Job at Lifetime Recruiting Strategies, Boston, MA

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  • Lifetime Recruiting Strategies
  • Boston, MA

Job Description

Company Description

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 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

 

Additional Information

 

 

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.

Job Tags

Full time, Temporary work, Work at office

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