Associate Sales Manager

Role Overview

• Partner with Regional Sales Managers and Regional Sales Directors to drive organic growth of advisors
• Manage ongoing engagement with new advisors
• Develop personalized learning plans for advisors
• Manage up to 60 different cohorts of advisor learners
• Collaborate with cross organizational team members
• Build and update unique scoreboards for each cohort
• Support calendar of learning and growth labs
• Provide first line support during calls
• Work with learning team to develop event expectations and content
• Work with operations team to implement communication ideas

Requirements

• Bachelor’s degree or equivalent
• 1
• 3 years’ relevant experience required
• Series 7 or ability to obtain within 150 days
• State securities agent registration (S63 or S66) or ability to obtain within 150 days
• State IAR registration (S65 or S66) or ability to obtain within 150 days
• Previous experience in financial services industry strongly preferred
• Knowledge of financial planning principles and process
• Knowledge of advisor practice management processes and systems
• Strong written and verbal communication skills
• Strong attention to detail

Benefits

• health, dental and life insurances
• vacation time
• sick time
• 401(k)
• competitive and comprehensive benefits program