Supervisor, Sales Personal Investors Core

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, firing). 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 must be obtained within 3 months.

Work Flexibility

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