VP, Branch Leader - Alexandria, VA
About The Position
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.
Requirements
- At least five years in a financial sales role.
- Active Series 9/10, 7 and 66 licenses.
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
- Positive attitude, empowering business professionalism and strong work ethic with high level of integrity.
Nice To Haves
- Three or more years of management within a financial services environment.
Responsibilities
- Drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.
- Educate the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
- Hire, mentor, and develop new branch associates.
- Work collaboratively, improve productivity, and implement ideas.
- Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
- Lead, recruit, and work closely with branch employees, taking team building seriously.
- Develop sales capabilities through dedicated mentoring and coaching.
- Manage branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
- Build and lead strategies to develop associates and their business.
Benefits
- Fidelity will not provide immigration sponsorship for this position.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
