Manager, Advice Center Sales

Transamerica

2d•$85,000 - $95,000

About The Position

Responsible for managing a team who sell financial products and services (annuities, mutual funds, retirement accounts, brokerage, cash accounts, fee based accounts and advice, etc.) to achieve individual and team objectives. Work with team to increase percent of client assets held, and increase client satisfaction and retention.

Requirements

Bachelor’s degree in finance or business, or equivalent industry experience
Seven years of experience in sales and marketing within the financial services and insurance industry, including five years as a financial planner/advisor
FINRA Series 6 and 63 or higher (required to be approved to conduct business in all states)
FINRA Series 26 and 65/66, or obtain within six months (required to be approved to conduct business in all states)
Resident state Life, Accident and Health license, or obtain within 90 days
Outstanding communication skills to present information to a wide variety of audiences
Interpersonal and relationship building skills to promote services and motivate staff
Analytical and problem-solving skills to analyze trends and resolve customer issues
Proficiency using MS Office (Word, PowerPoint, Excel)

Nice To Haves

CRPC, CFP, CLU, ChFC, or other professional designation
Supervisory experience of a sales team
Strong knowledge of retirement and financial planning concepts, ability to probe to uncover client needs and present effective strategies over the phone
Experience hosting webinars and GoTo Meeting events

Responsibilities

Manage a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching.
Establish and drive individual and team goals based on department objectives based on company objectives and goals.
Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc.
Provide professional, comprehensive financial and retirement planning advice and guidance to clients.
Recommend and sell distributed products and services to clients.
Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management.
Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media.
Meet all documentation, disclosure and regulatory requirements.
Participate and support development of training and professional development workshops to increase product and industry expertise.
Ensure high client service and satisfaction standards are met.
Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits.
Effectively handle multiple projects while meeting related deadlines.
P & L responsibility for team.
Setting sales goals, capacity planning and achieving budget

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs