Internal Wholesaler Manager (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote or hybrid in the United States; hybrid candidates work from home and in the office 8–10 days per month at hubs in Bloomington, Illinois; Dunwoody, Georgia; Richardson, Texas; or Tempe, Arizona. Applicants must be eligible to work lawfully in the U.S. immediately; visa sponsorship is not available.
Salary: $137,000–$180,000 per year, plus potential annual incentive pay of up to 24% of base salary.
Company
provides insurance and financial services while supporting agents, customers, and local communities.
What you will do
- Lead, coach, and develop a high-performing team of Internal Wholesalers through performance management and professional development.
- Serve as a Financial Services subject matter expert on products, sales practices, and regulatory requirements.
- Drive sales execution and operational excellence by prioritizing work, managing resources, and monitoring performance metrics.
- Build partnerships with Agency, Financial Services, Operations, Compliance, and leadership teams.
- Analyze business trends and field feedback to identify opportunities, resolve complex issues, and improve processes.
- Lead strategic initiatives and change efforts while ensuring adherence to policies, licensing requirements, regulations, and quality standards.
Requirements
- Leadership and coaching skills, with strong communication, collaboration, and influence.
- Strategic thinking, business and financial services acumen, sound judgment, and analytical problem-solving skills.
- Series 6, Series 63, and Series 65 or equivalent licenses required at the start of employment.
- Series 26 license must be obtained and/or held within 100 days of the start date.
- Successful fingerprinting, credit check, background check, and sponsorship-related FINRA registration requirements.
- Additional applicable certifications and licenses may include LTC, annuities, and state securities licensing.
Culture & Benefits
- Full-time employment based on a standard 38.75-hour work week.
- Health, dental, vision, telemedicine, mental health, and wellbeing programs.
- Training, tuition assistance, employee resource groups, mentoring, and financial coaching.
- Paid time off, parental leave, paid holidays, bereavement leave, and community service or education support days.
- 401(k) plan with company contributions of up to 7% of salary, plus annual raises and bonus eligibility.
- Flexible or non-standard hours, including weekends and holidays, and periodic travel may be required.
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