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Investment Advisory Sales Manager
Prudential Securities
Plymouth, MN, United States
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Description
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 management of an Investment Advisory Advisor sales team in support of LINK by Prudential. 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, coach sales people to success and drive results. This person should possess a strong, professional background in personal finance and track record in developing, providing and leading culturally proficient financial coaching. You will work hard, learn quickly, and feel a great sense of satisfaction.
You will report to Prudential’s Director of Investment Advisory Sales. You will collaborate with colleagues to ensure the best sales experience for customers with every interaction.
Responsibilities include:
• Lead 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 Prudential-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.
• Cultural ambassador for a fast paced, technology-enabled, customer-centric financial services work environment.
• Strategic communication, willingness to learn and intelligent risk taking.
• Driving inbound and outbound sales.
• Contribute towards delivery and planning through metrics-driven management.
Qualifications
• 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 65, 63 or 66 Required, Series 7 and CFPTM preferred