Manager of Wills & Trusts Sales

Desert Financial Credit Union•Phoenix, AZ

About The Position

The Wills & Trusts Sales Manager leads, motivates, and coaches the Wills & Trusts team to achieve sales targets, providing quality service to clients in a sales and service culture, and meeting organizational business goals.

Requirements

Bachelor's degree in Finance, Business, or related field; or equivalent combination of education and industry and leadership experience required.
4+ years of experience in Legal Document Preparation, Estate Planning, Leadership, and/or Wealth Management required.
2+ years of successful record leading and coaching required.
Leadership skills to drive sales performance required.
Sales skills required.
Customer Service skills required.
Demonstrated problem solving and analytical skills required.
Demonstrated Project Management skills required.
Strong verbal and written communication skills required.
Certified Legal Document Preparer license and maintaining certificate in good standing through the Arizona Supreme Court (within 2 years of hire) required.
Valid Arizona driver license. Motor vehicle record will be screened and the incumbent must meet Company guidelines required.

Responsibilities

Support the achievement of sales results and team operations by leading and coaching the sales teams to meet sales and growth targets and achieve the organizational business goals.
Build and maintain processes and activities to create exceptional client experiences and a high level of consistency, efficiency, and effectiveness.
Manage escalated internal and external client inquiries and issues.
Participate in interviewing, training, and evaluating employees.
Support continuing education and employee development to ensure the quality of education provided by the Wills & Trusts team meets business objectives and service levels.
Provide support to members of the team to achieve professional qualifications and designations that will support the growth of the Wills & Trusts Division.
Support and implement internal and external sales strategies and business development tactics.
Identify and cultivate new opportunities and changes in the marketplace.
Conduct and participate in business development activities including seminars and events.
Maintain and develop internal business partnerships (e.g. retail, call centers, marketing, sales enablement, etc.) while building positive and productive relationships.
Support and execute the sales and business development plan; support the sales and service process, activities and practices for consistency, productivity, and long-term growth.
Carry out responsibilities in accordance with the organization's policies & applicable laws and regulations.
Comply and adhere to all internal and business partner policies and regulations with all governing oversight authorities (i.e. AZ CLDP Program, NCUA, AZDFI, etc.).
Ensure procedures, product offerings, partnerships and internal controls are compliant with applicable laws and regulations and corporate policies.
Perform other job-related duties as assigned.