Supervisor, Sales (Personal Investors High Value)

Role Summary

Supervises a sales team and contributes to the identification of opportunities for incremental pipeline growth. Guides staff responsible for selling and supporting sales of the organization's products and/or client retention and account growth; typically team members require close supervision and the scope of their work is limited and non-complex. Contributes to the team's achievement of sales targets. Manages the human and financial resources of the assigned team.

Responsibilities:

• Guides team to achieve assigned Sales and Retention objectives.
• Implements protocols to guide Sales teams in integrating these focus areas into their sales and relationship management strategies.
• Develops contacts with cross-business managers throughout the function.
• Coordinates the completion of approved sales and relationship management activities and development of tactics.
• Ensures team is providing a seamless sales and client experience and may assist in the coordination of levels of service across the business.
• Serves as an escalation point for complex service issues or roadblocks; shepherds issues through to resolution.
• Tracks and reports on sales strategy/relationship plan and results for the assigned team.
• Reports on function metrics and dashboards.
• Tracks and reports on sales strategy/relationship plan and results for the assigned teams.
• Reports on function metrics and dashboards.
• Develops conversational skill set amongst team members through active and ongoing coaching and refinement of the Consultative Conversation for each associate.
• Develops sales techniques to upskill the teams conversations as well as pipeline management process.
• Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team.
• Has accountability for the human resources activities within the team (hiring, discipline, etc.)
• May have financial/budgetary responsibility for the team.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 3+ years of total relevant work experience

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Series 24, Series 7 & Series 66 required.

Work Flexibility

This role is eligible for remote work up to two days a week.