November 6
• Responsible for the execution of strategic plans as a premier provider of financial services • Develop management teams to provide superior service to internal and external customers • Coach and develop sales managers through regular individual and team interactions • Continually review and refine sales model to assure the relevance of customer facing solutions • Analyze, plan, and ensure implementation of product design and procedural changes • Manage compliance oversight of business operations • Identify ways to improve effectiveness and process efficiencies • Manage and troubleshoot customer expectations when there are escalated issues
• Bachelor’s degree in a business field or equivalent experience • Eight years of sales and sales management experience in the investment industry • FINRA Series 6, 63, 65/66, and 26 or higher (required to be approved to do business in all states) • Life insurance license • Leadership skills to develop and achieve sales goals and be a “change leader” • Excellent communication and presentation skills • Analytical, problem-solving skills, and decision-making skills • Ability to handle multiple responsibilities and meet related deadlines
• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs
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