Senior Manager - Retirement Consultation Sales Team

Location: Remote
Compensation: Salary
Staff Reviewed: Sat, Feb 10, 2024
This job expires in: 9 days

Job Summary

A company is looking for a Senior Manager for their Retirement Consultation Sales Team.

Key Responsibilities:
  • Lead and motivate a team of Retirement Consultants to achieve sales targets, call quality, and operational excellence
  • Select, train, and coach new Consultants, and develop processes to increase productivity efficiencies
  • Deliver customer services related to retirement plans, IRA sales goals, and other investment products

Required Qualifications:
  • Bachelor's Degree or equivalent combination of education and work experience
  • FINRA Series 7, 24, and 63 registrations
  • 3-5 years of sales experience and/or leadership in financial services
  • In-depth understanding of IRAs, retirement investment products/services, and qualified retirement plans
  • Ability to handle stressful situations, manage associates and customer concerns, and promote a customer-focused culture

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