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4 дня назад

Internal Wholesaler Manager (Financial Services)

137 000 - 180 000$
Формат работы
remote (только USA)/hybrid
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Internal Wholesaler Manager (Financial Services): Leading and developing Internal Wholesalers while driving sales execution and operational excellence across State Farm financial services with an accent on coaching, performance management, regulatory compliance, and stakeholder collaboration. Focus on analyzing business trends, resolving complex issues, implementing process improvements, and leading strategic change initiatives.

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

hirify.global 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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