Regional Sales Mgr, BOKF Advisors

Bank Of Oklahoma • Oklahoma City, OK

136d

About The Position

The Regional Sales Manager, BOK Financial Advisors is primarily responsible for managing the sales of financial alternative investments; develops and monitors the business plans of the financial consultants within the region; focuses on branch integration sales skills, product knowledge, and quality customer service of a decentralized sales force. This role is focused on managing the sales of financial alternative investments, developing business plans, and ensuring quality customer service. The company is committed to serving its clients, providing a positive work environment, and making a difference in the communities it serves, offering a great career opportunity for those passionate about innovation, growth, and teamwork.

Requirements

• Completion of a Bachelor's degree.
• 5-7 years of experience in financial consulting.
• 1-2 years of sales management experience or equivalent work-related experience of 11-13 years.
• Excellent knowledge of brokerage products and services.
• Thorough knowledge of securities trading, information systems, and regulatory guidelines.
• Excellent customer service attitude and skills.
• Series 7, 24, 63 NASD Securities License.
• Life Insurance and Variable Annuity License.
• Advanced knowledge of primary investment markets.
• Advanced knowledge of taxable and tax-free bond sales.
• Excellent negotiating skills.
• Excellent communication skills and ability to prepare and deliver persuasive oral and written reports and presentations.

Responsibilities

• Oversee team operations, prioritize tasks, manage recruitment, and handle personnel development and actions.
• Devise a strategic plan encompassing business growth targets and sales objectives.
• Evaluate program efficacy, suggest policy and procedure modifications to achieve objectives, and draft proposals for new policies and procedures.
• Spearhead branch integration to foster a conducive environment for financial consultants and branch personnel, overseeing regional referral training for all branch employees, including District and Branch Managers.
• Offer a wide range of securities products and train financial consultants on their implementation.
• Deliver continuous sales training to financial consultants, prepare materials for sales meetings, and foster staff involvement to boost sales.
• Enable idea exchange, share sales achievements and challenges of production and branch integration in a dispersed sales team.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree