Western & Southern Financial Group

Staff Manager

Western & Southern Financial Group • $70K — $95K *
Cary, NC 27513In-Person
Finance & Insurance
5 - 7 years of experience
More than 3 months ago
Job Overview by Ladders

Qualifications

  • 7+ years of experience in sales and marketing within the financial services sector.
  • Proven track record in coaching and providing solutions for sales challenges.
  • Minimum high school diploma; college degree preferred.
  • Must obtain State Life and Health license prior to hire.
  • Required FINRA certifications: SIE, Series 6, Series 63 & Series 26.

Responsibilities

  • Guide and coach Financial Representatives to drive sales and achieve performance targets.
  • Implement the 'Agency System' effectively to ensure business results.
  • Develop onboarding programs and ensure financial representatives meet performance standards.
  • Create and manage Business Plans for profitable sales results in the Agency.
  • Act as a strategic advisor to align agency goals with Financial Representatives' objectives.
  • Recruit and select talent to build a high-performing team.
  • Manage relationships and networking opportunities within the community.

Benefits

  • Incentive programs to motivate staff.
  • Access to local networking events and community engagement opportunities.
  • Ongoing training and education to keep skills current in the industry.
Full Job Description
Organization : Name

GREATER RALEIGH AGENCY NC

Location : City

CARY

Overview

Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. Responsibilities will also include providing functional and technical expertise to associates to ensure successful agent development for new and existing Financial Representatives. The position will produce Financial Representative retention, sales growth, client retention, and thorough training and implementation of the W&S Sales Process, networking and recruiting strategies.

Responsibilities

  • Possess knowledge of the W&S Sales Process, and the competency to demonstrate the skills, for the purpose of ensuring knowledge and skill transfer to Financial Representatives.
  • Ensure the "Agency System" is executed effectivity within the Agency to produce business results and to meet staff scorecard objectives, by providing guidance and coaching to associates through midweek updates, weekly debriefs, observation and coaching, joint field activity, skill building/training sessions, and other available resources. Drive sales through greater prospecting and, appointment setting along with cross-sell and up-sell to our target middle-market customers and prospects.
  • Manage and develop Financial Representatives by ensuring a thorough on-boarding program, completion of sales and product training, preparation for client calls and prospecting activity, and ensure minimum performance standards are met and or exceeded (FRI).
  • Train, coach and develop Financial Representatives by creating and implementing a Business Plan to produce profitable results in sales, by designing and implementing W&S Agency sales programs.
  • Act as advisor to the staff by delivering strategy and direction to the Agency, and then translating that strategy into production goals for Financial Representatives.
  • Partner with management team to administer recruitment and selection process to acquire organizational talent (adhering to the desired candidate profile) in an effort to build a highly successful staff. Participating in weekly Recruiting Team Meeting.
  • Work with Financial Representatives to schedule appointments to network and prospect with current and prospective clients, small businesses, community groups, as well as build relationships with local affinity groups.
  • Promote local incentive programs along with Leaders Sales meetings and sales campaigns to motivate and deliver production results at or above scorecard objectives.
  • Model and ensure ethical behavior and maintain organizational and professional standards at all times. Manage and influence the Financial Representative Vital Statistics and ensure all Financial Representatives meet established performance standards.
  • Provide regular status updates and reports to Agency Manager regarding, sales production, recruitment activity, and Financial Representative retention, and your scheduled activities.
  • Develop a strong working relationship with key individuals at all levels, including Agency senior management, and other Home Office support (Operations, Marketing, HR, TA, etc.).
  • Keep current on trends in the industry, and local markets, through continued industry education and participating in the local NAIFA and GAMA organizations.
  • Performs other duties as assigned.


Qualifications

  • Possess the necessary experience and track record as a sales and marketing professional within the financial services industry with execution experience and solid business acumen.
  • Experience will have encompassed some combination of selling, coaching, quantifying or providing creative solutions to sales, prospecting and recruiting scenarios. (7+ years of relevant experience preferred.

Educational Requirements
  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge of Hardware & Software Required
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6, Series 63 & Series 26 or equivalent prior to hire.

Position Demands
  • Access to an automobile and ability to maintain a valid driver's license

About Western & Southern Financial Group

Western & Southern Financial Group provides financial translators, helping to turn the complex into simple, practical financial solutions. work face-to-face with middle-market clients to help understand their needs and provide financial solutions designed to meet their goals.

Western & Southern Financial Group Careers

Join the vibrant team at Western & Southern Financial Group, a leader in the financial services industry known for its strong commitment to fostering professional growth and innovation. As part of our team, you will engage in meaningful work that directly contributes to our reputation as one of the most respected names in financial solutions.

Work You’ll Do

At Western & Southern Financial Group, you will find job opportunities that challenge and motivate you to leverage your skills and potential. Whether you are looking for a position in financial advising, customer service, or IT, our company offers a dynamic environment where career growth is supported and encouraged.

Innovate and Lead

Embrace the chance to work on projects that redefine industry standards while collaborating with a team of over 10,000 dedicated professionals. Our leadership is committed to nurturing a culture of innovation and diversity, ensuring that every team member has the opportunity to excel.

Professional Development

Western & Southern Financial Group is not just a company; it's a place where careers are built. Our employees enjoy access to comprehensive benefits and diversity training programs that promote professional development and personal well-being. From leadership workshops to networking events, we provide the tools necessary for you to advance your career.

Internship Programs

Kickstart your career with Western & Southern’s internship programs. These opportunities allow you to gain hands-on experience, build your resume, and understand the financial sector from the inside out. Interns work closely with experienced professionals, gaining insights that are crucial for future employment.

Join Our Team

Explore the array of job opportunities at Western & Southern Financial Group. We are continuously hiring and looking for individuals who bring creativity, innovation, and a strong work ethic to our team. With a focus on leadership development and employee satisfaction, we are dedicated to helping you achieve your career goals.

Stay Connected

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Apply Now

Ready to take the next step in your career? Search open positions that match your skills and interests. We look for passionate, curious, and solution-driven team players who are ready to make a difference.

SEARCH WESTERN & SOUTHERN FINANCIAL GROUP JOBS

At Western & Southern Financial Group, we believe in empowering our employees to grow, innovate, and lead in every aspect of their career. Join us and be part of a team that values diversity, leadership, and the professional growth of its members. Discover the impact you can make in the financial services industry with Western & Southern.
Learn more about Western & Southern Financial Group
Size
4,700 employees
Industry
Finance & Insurance
* Ladders Estimates

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