Senior Manager - Retirement Consultation Sales Team

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