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Job Description
Job Title: Retail Affluent Sales Manager
Retail Affluent S ales Manager Responsibilities:
- Recruit, retain, and motivate 15 active Financial Advisors licensed by NIC.
- Develop and design cutting-edge strategies to motivate Financial Advisors for Peak Performance
- We are conducting product refresher training as well as relevant topics to improve the skill set of financial advisors every month.
- We are supporting non-performing Advisors through PRP and Co-attendance in the team in conjunction with Branch Sales Manager to improve performance.
- Research and develop more commercial worksite markets and develop strategies to penetrate them on a weekly basis.
- Vet and certify by signing on all proposal forms to ensure they are thoroughly and accurately completed for data capturing.
- Preparing daily, weekly, and monthly reports to meet reporting standards.
- Manage error rate to 2% returns or below for the team on a month-on-month, year-to-year basis.
Qualifications And Experience Required
- Bachelor’s degree from an accredited University, with a minimum of 3 years, relevant experience:
- Sales/ Productivity
- Compliance
- Team Effectiveness
- Marketing
- Relationship Building
Competencies
- Tenacity
- Sales Ability (New client acquisition).
- Technical Knowledge
- Decision Making
- Gaining Commitment
- Building Relationships
- Business Awareness
- Initiating Action
- Distribution Support (Reporting, Productivity Management and Relationship Management with Partners)
