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We are looking for an experienced Investments sales leader with passion for helping customers achieve their life goals. The selected candidate will be responsible for the ongoing build and management of the Investment Advisory Representative team in support of a new venture. A demonstrated ability to establish business activities that quickly and consistently deliver exceptional experiences to customers in sales and service will be key. Capability to drive rapid and sustainable growth for a new organization will also be a core requirement.
The focus of the team will be to provide needs-centric digital financial advice, including Fee Based Solutions via a Registered Investment Advisor (RIA).
The successful candidate will be a dynamic leader with ability to attract and retain talent, define team structures, define sales strategies and execute them. This leader will establish and motivate a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company and yet the possibilities and potential of a startup. You will work hard, learn quickly, and feel a great sense of satisfaction.
You will report to Company’s VP of Advisory Sales & Service. You will collaborate with colleagues to ensure the best sales experience for customers with every interaction.
Build a strong team of motivated, high performing Investment Advisory Representatives within the RIA.
Set high performance standards for team and monitor progress continually.
Support the team in educating and advising potential and current customers on investment advisory product offerings, closing on sales of Company-offered investment products, based on the suitability of such products to the customer’s profile and goals.
Addressing existing customer inquiries regarding their investment product selections and provide relevant advice on their online financial plan, as needed.
Understanding and driving the core business strategy, including revenue and cost drivers, customer engagement metrics, budget management, talent management, and end-to-end sales and service delivery.
Cultural ambassador for a fast paced, technology-enabled, customer-centric financial services work environment.
Strategic communication, willingness to learn and intelligent risk taking.
Establishing goals and driving inbound and outbound sales.
Contribute towards delivery and planning through metrics-driven management.
Bachelor’s degree in Finance, Marketing, Operations or equivalent; MBA preferred
Minimum 6+ years of experience in financial services sales, service and/or call centers
Deep financial product knowledge and experience.
Deep understanding of the Financial Planning Process
Excellent time management / organizational and negotiation skills.
Strong communication skills (written, verbal) to various audiences – their team members, their leadership, C-suite executives, inquiring customers.
Proven coaching and sales skills development experience.
Strong leadership skills in building, motivating, and operating a high performing, inclusive team.
Strong strategic skills with ability to go deep into the details as warranted.
Series 7 and Series 24 Required or willingness to obtain within 90 days.
Series 65, 63 or 66 Required or willingness to obtain within 90 days.
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