Branch Manager, Texas

Equitable•Fort Worth, TX

3h•Onsite

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is seeking a Branch Manager to join our Texas Branch located in Dallas, TX; Fort Worth, TX and Oklahoma City, OK. This position will oversee the Branch and will be responsible for the development and execution of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch and work in the office 4 days per week - this is not a remote position. The Branch Manager will have accountability for 8 branch-wide key managerial components: · Recruiting, Hiring and Retention · Training and Development of Associates · Staff Management and Development · Supervision and Documentation Practices · Branch Sales Activity and Promotion · Marketing and Communications · Finance, Operations and Technology Initiatives · Leadership, Growth and Culture

Requirements

Bachelor’s degree
FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required
State life and health licenses required
5+ years of experience in Branch Management or Sales Management
10+ years financial services/insurance industry experience
Experience with the Retirement Benefits Group marketplace
Proven track record in managing profitability
Demonstrated success in leadership roles

Nice To Haves

CLU, ChFC and/or CFP a big plus
FINRA Series 4 registration is encouraged
Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
Broad experience in advance market planning seminar selling, training and sponsored software
Exceptional interpersonal and collaboration skills
Demonstrated success in recruiting and building diverse teams, highly desired
Demonstrated success in overseeing and running an effective supervisory system
Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills
A compliance record with no substantial disciplinary action or sales practice deficiencies
Excellent communications skills and demonstrated ability to interact effectively with all levels
Comprehensive knowledge of life, annuity and investment products, market planning and financial planning

Responsibilities

Recruiting and Hiring: Develop a hiring plan and headcount allocation within the branch. Oversee DVP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team.
Supervision: Responsible for the supervision of the Financial Professionals in accordance with FINRA, SEC, state and firm rules, policies, and procedures. Further, performance expectations include, but are not limited to: establishing a strong compliance tone/environment, positive branch exam results, team cohesiveness with the principal(s) responsible for day to day supervision, etc.
Staff Management and Development: Demonstrate effective leadership for the entire branch population, including advisors, District Managers and employees. Manage the team in partnership with fellow branch management. Streamline procedures, processes, and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations.