Role OverviewThe Staff Manager will provide guidance and direction to Financial Representatives, leading production results, customer acquisition, and agent retention. The position will ensure the achievement of staff scorecard objectives and produce business results.
What You Will Do
The responsibilities include providing functional and technical expertise to associates, ensuring successful agent development, and producing Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process.
Why It Might Be a Fit
The ideal candidate will possess knowledge of the W&S Sales Process, demonstrate the skills to ensure knowledge and skill transfer to Financial Representatives, and have experience in sales, coaching, and quantifying or providing creative solutions to sales, prospecting, and recruiting scenarios.
Requirements
- 7+ years of relevant experience
- High school diploma or equivalent
- College degree preferred
- Working knowledge of word processing and spreadsheet applications
- Working knowledge of internet and email
- State Life and Health license
- FINRA SIE, Series 6, Series 63 & Series 26 or equivalent
- Valid driver's license
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