Manager, Virtual Advice

Role Overview

• Responsible for team revenue of $1.5M+
• Accountable for the retention and engagement of a combined 800k clients
• Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth
• Responsible for conducting interviews and making talent selections based on attrition and future growth requirements
• Provides onboarding and training that ensures strong speed to productivity and skill set development
• Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for success, all while building self-sufficiency
• Build and foster a culture centered around the organization’s culture, mission, vision and values
• Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team.
• Partner with sales director to conduct quarterly business planning and manage performance expectations
• Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions

Requirements

• College degree in business, management, related business field, or equivalent experience
• Prior experience as a financial advisor
• Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired and must be obtained within 120 days of hire/transfer
• 5+ years’ experience of leading a team of 8 or more direct reports is highly desired
• Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia
• Previous experience in financial planning, investment products, and insurance products
• Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)
• Experience leading change in a fast-paced, high-growth environment
• Prior experience working in a team setting to achieve results
• Belief in organization’s core values and mission
• Driven and results oriented
• Client-centric
• Great communication skills
• Outgoing, positive, and energetic
• Empathetic
• Strong organization skills
• Advanced Designation (CFP® or ChFC, or CLU) is desired.
• Salesforce experience
• Money Guide Pro (or other planning tool) experience

Benefits

• various bonuses (including, for example, annual or long-term incentives)
• medical, dental, and vision insurance
• health savings account
• flexible spending account
• 401k
• pension
• life and accidental death and dismemberment insurance
• disability insurance
• supplemental protection insurance
• 20 days of Paid Time Off each year
• Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• paid parental leave
• EAP
• well-being benefits
• other employee benefits