Senior Sales Manager, Wealth Management
SAFE Credit UnionAbout the role
Exact compensation may vary based on skill, experience and location.
- Professional Development Opportunities: Offering training programs, workshops, and mentorship.
- Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
- Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
- Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
- Career Growth: Clear paths for career advancement and internal promotions.
- Work-Life Balance: Encouraging a healthy balance between professional and personal life.
- Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
- Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
- Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
- Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
- Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
POSITION PURPOSE
Responsible for coaching and training the SAFE Financial Services Staff to achieve expected growth results. Responsible for coaching and training SFS Wealth Advisors, Financial Advisors, and Financial Assistants in all aspects of providing exceptional customer service to existing clients, as well as business development and sales goal achievement. Responsible for coaching and training SAFE branch leaders and employees to have a base-level understanding of wealth management products and services to appropriately identify opportunities to connect SAFE members with SFS Wealth & Financial Advisors through appropriate referral method(s). Responsible for sales performance of all SAFE Financial Services Staff that work in or service the SAFE Credit Union Branch Footprint, covering all sales functions as well as operational support to Operations Coordinator to ensure compliant, efficient operations.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Train and coach SFS Wealth & Financial Advisors in selling, financial planning, time management, and effective and efficient portfolio management, and utilizing the Portfolio Consulting Team for asset management.
- Lead activities and provide educational materials, market information, and sales tips through frequent sales meetings to support SFS Wealth & Financial Advisors and Assistants to build strong relationships with non-licensed SAFE Branch leaders and staff to generate SAFE member referrals and value to SAFE members.
- Organize in-branch promotions, seminars, and prospecting programs. Regularly attend branch events including manager meetings (reporting sales successes and challenges), team-building and social events, and occasionally present at branch-wide calls to give updates or training to ensure program success.
- Onboard and train new SFS Wealth & Financial Advisors on product features, benefits, paperwork, IRAs, Roth IRAs, trustee-to-trustee transfers, 1035 exchanges, customer profiling and asset allocation, insurance, etc.
- Assist SFS & Financial Advisors with Sales & Financial Planning Presentations to members as needed to ensure goal achievement.
- Create action plans and provide training & coaching to underperforming Advisors and Assistants, to elevate performance to expected levels as determined through the SFS Advisor Scorecard.
- Monitor AUM Product Mix of each SFS Wealth & Financial Advisor and assist with shifting product mix when/as necessary to maximize value to members/clients/SAFE.
- Provide training to create deeper client relationships and to recognize opportunities to appropriately segment clients so all accounts are appropriately managed.
- Be a systems expert to effectively use and train on
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