Manager Financial Services

Posted 2 years ago

Job Description:

The Manager, Financial Services (MFS) is responsible for the recruitment, selection, development, retention, success, and supervision of new financial professionals and Financial Professional Associates (FPA). The MFS is the immediate supervisor for the organization’s approach to a relationship based, life cycle, sales and advice process. Key aspects of this approach include:

• Training and coaching new financial professionals and FPAs
• Driving for results and providing strategic leadership to meet production standards
• Achieving recruiting and retention goals

Recruiting and Retention

An effective MFS strengthens the Agency’s position through recruitment and retention of new financial professionals.

• Achieve recruiting and retention goals by identifying and hiring individuals reflective of the FPA profile
• Identify and develop relationships with key nominator sources
• Participates in selection interviews
• Adhere to recruiting and selection guidelines
• Meet recruiting diversity guidelines

Performance Management

An effective MFS strengthens the Agency’s performance through development of financial professionals and FPAs including:

• Create and monitor staff goals; collaborate with Manager, Agency Training to achieve 90% pass rate for licensing and registration exams, and partner with financial professionals and FPAs to develop goals and business plans
• Coach and counsel financial professionals and FPAs who are not reaching their targets
• Monitor financial professionals and FPA activity and adhere to Franchise Model with emphasis during FPAs comprehensive training and development program

Job Qualifications:

We’re seeking individuals with these attributes:
• Business Ethics & Compliance Awareness
• Excellent time management /organizational skills
• Self-Confident
• Takes Initiative
• Proven coaching and development skills
• Series 6 & 26 registrations, Life/Health license & P&C License
• Variable license where required
• Strong leadership skills (5-10 years)
• Persistence and Resilience
• Autonomy (ability to work independently)
• Proven sales influence and persuasion
• Satisfaction and pride in working hard; setting high personal standards for performance

Job Features

Job CategoryDirect hire positions

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