Job Description:
The salary for this position will be based off experience and could be higher based off the individual's professional career. In additional to the salary, there will be sales incentive and bonus potential.
We9re actively seeking a talented AVP of Annuity Internal Sales to join our team in Omaha, Nebraska.
Leader of the Annuity Internal Sales Desk responsible for setting strategic direction utilizing extensive knowledge of annuity and mutual fund industry, products/features, effective sales processes as well as an understanding of corporate and division goals. This leader is fully responsible for planning, organizing, managing and directing the activities of the desk, including setting effective compensation plans and performance metrics.
The leader of the desk will manage a team of Managers, Internal Wholesalers, and a Sales Associate Director within a sales channel who are engaged in proactively marketing annuity and mutual funds products to registered representatives. Build partnering relationships within the department with National Sales Managers (NSMs) and Regional Sales Managers (RSMs) as well as other stakeholders to grow sales in the channel.Inspire and lead a strategic vision of growth.
How you9ll help move us forward:
Holds primary responsibility for leading the Annuity Internal Sales Desk, setting strategic direction and aligning sales philosophy and process with that of the external sales organization.
Responsible to be the main liaison between the desk and the external sales leadership.
Provide daily oversight to the regional sales desk managers ensure sales activity goals are met.
Communicate and reinforce current channel/department goals and initiatives through meetings, informal communications and supervisor coaching.
Ensure proper supervision of all registered representatives and the team is operating in alignment with our written supervisory procedures. Monitor that all proper licenses are maintained.
Review and either decline or send resolution requests on to the committee for review.
Provide oversight for IW contests.
Oversee incentive compensation program and ensure that it is in alignment with WSP and our sales goals.
Establish and monitor quarterly and annual budget for the desk, including salary, wholesaler overrides, travel expenditures and training expenses.
Understand, communicate and enforce current compliance requirements.
Provide IW managers and the Sales Associate Director with the necessary tools to manage their assigned teams in an efficient manner
Demonstrate leadership by being visible and available to the entire desk.
Monitor and provide guidance to supervisors in the IW coaching program.
Manage and provide direction to supervisors on the following: compliance issues, IW sales skills development, IW motivation and leadership.
Ongoing training and development of new and current IW managers.
Establish performance expectations, review employee performance, conduct performance reviews, and make job change, salary and incentive award recommendations.
Provides development opportunities to staff. Maintain an environment of continuous learning.
Delegate important work to direct reports appropriately.
Identifies and counsel employees on performance, work-related behavior, complaints and grievances.
Recognize employee accomplishments.
The experience you bring:
Minimum 10 years sales management experience within the financial services industry, preferably with variable annuities and mutual funds.
FINRA Series 6/7 and 63 Licenses preferred
FINRA Series 24 or 26
Life Insurance and Variable Products licensed
What makes you stand out:
Ability to motivate, develop, and direct staff
Skilled in problem-solving and resolving complex issues
Strong written and verbal communication skills, and the ability to communicate with various levels of professionals
Ability to work effectively in a team supervision environment
#LI-AS1
Base Pay Range:
The base pay range noted represents the company9s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we9re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we9ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
