Responsible for managing the activities of a sales staff which may be comprised of inbound and outbound Representatives. Responsible for developing and executing team business plan, productivity and leadership of KPIs driving sales results related to productivity and organic new account/ asset growth. Monitors CEI, QA, Call Center reporting metrics and campaign lead management to ensure appropriate behaviors are occurring and coaches toward findings to drive results. Responsible for interviewing, assessing and providing input in the selection process of sourced candidates. Conducts monthly Goal Setting Meetings and Sales Meetings with team, identifying opportunities for development, creating action plans and conducting skill development coaching with team members. Creates, gains approval, oversees and executes on team challenges to drive behaviors in line with business objectives and initiatives. Promotes Team Member Engagement, driving high Client and Employee Satisfaction. Performance manages underperforming Representatives and retains, develops and identifies top talent to promote ideally to field positions. Coaches Representatives on Prescriptive Advice through consistent profiling to collect financial information, assessing investment profile, evaluating client needs leveraging the Solutions Investment Menu while providing full balance sheet solutions for clients. Promotes firm image in the community through volunteerism and community engagement.
5+ year’s management experience in sales and customer service environment Series 7.
*Series 9, 10, 66 or 63 and 65, or ability to obtain within 120 days
*Demonstrated ability to listen, elicit information efficiently, comprehend and resolve complex customer issues.
*Demonstrated excellent verbal and written communication skills.
*Basic knowledge of banking products and services.
*Strong computer skills including Microsoft Office and the ability to troubleshoot common problems and navigate the internet and intranet.
*Experience with heavy interaction and providing direction to clients via telephone.
*Proven problem-solving skills.
*Attention to detail and ability to prioritize workload.
*Need to be available Monday-Friday between the hours of 8:00am-6:00pm.
*Broad financial services and sales experience via telephone with broad knowledge of various financial products, such as mutual funds, annuities, stocks and bonds, preferably in a contact center environment.
*Previous sales management experience with strong ability to identify top performers.
*Demonstrated experience driving sales through coaching, development and incentive based management.