Minnesota Licensed Virtual Advice Manager

Job Summary

Leading a team of 10-15 nationally licensed advisors, the full-time Minnesota Licensed Virtual Advice Manager will manage performance and sales results to achieve annual revenue goals of $1.5M+, while delivering coaching and training to enhance team skills and client engagement in a remote setting.

Key responsibilities:

• Manage team revenue and ensure client retention and engagement for a combined 800k clients
• Conduct regular coaching and training to develop consultative sales skills and support team members' professional growth
• Collaborate with sales leadership to ensure a consistent client experience and contribute to business planning and performance management

Required qualifications:

• College degree in business, management, or related field, or equivalent experience
• Prior experience as a financial advisor with a strong understanding of financial planning and investment products
• Possession of FINRA Series 7, 63/65 or 66, and Life/Health Insurance licenses, or ability to obtain within 120 days of hire
• 5+ years of experience leading a team of 8 or more direct reports
• Eligibility for Securities and Insurance licensing in all 50 states and the District of Columbia