Manager- Retirement Consultation Sales Team **Remote Opportunity

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The General Consultation Sales Manager will lead and motivate a group of Retirement Consultants and focus on team sales targets, Consultant productivity, call quality, customer experience and operational excellence. This role will select, train, and coach new Consultants, and develop processes to achieve productivity efficiencies including decreasing the time from on-boarding to successfully achieving sales goals. This role will continue the growth and success of tenured Consultants already in the role. Utilize the EMPOWER model to deliver Customer services that include distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Areas of key focus will include IRA sales goals, Stay In Plan sales goals, Taxable Brokerage sales goals, and in a future state, to include Roll-In sales goals.

What you will do

• Responsible for the development and speed to proficiency of new hires in achieving sales targets
• Manage a sales team to optimize productivity, effectiveness and customer outcomes.
• Achieve headcount targets and retention of Consultants through hiring, training, coaching and developing associates and through implementation of recognition programs.
• Actively seek promotional opportunities for sales reps into senior level teams by accelerating rep development curve
• Work directly with Retirement Consultants to achieve high quality and efficient customer engagements.
• Support the ongoing editing of existing content and creations of new guidelines and sales material for Retirement Consultants.
• Instill a culture of coaching and consistent feedback.
• Lead and participate in individual goals, projects and company meetings as necessary.
• As the principal of assigned representatives, will be responsible for ensuring that all supervisory controls are in place and regular audits are performed and documented.
• Fields and ensures resolution of escalated issues from representatives, clients, and participants.
• Identifies trends in escalated issues and proactively addresses with staff.
• Act as in a supervisory principle capacity approving best interest fiduciary advice and new account openings for representatives.
• Drive operational excellence by addressing and reducing errors and escalations.

What you will bring

• Bachelor's Degree or an equivalent combination of education and professional work experience
• FINRA Series 7, 24, and 63 registrations required within corporate-established timelines.
• FINRA fingerprinting required.

What will set you apart

• 3-5 years of relatable sales experience and/or leadership.
• 2-4 years demonstrated success in financial services.
• Ability to handle stressful situations and effectively manage associates and customer concerns on a daily basis.
• Motivated, self-starter with the ability to master new information quickly and independently.
• In-depth understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• Advocates team review and continuous development of processes to create best practices.
• Leads by example, fostering and environment that encourages professional growth and promotes sharing of best practices and organizational learning.
• Actively facilitates and reinforces a customer-focused culture; employs critical thinking and problem solving while taking a new perspective on existing solutions to promote customer loyalty.
• Quickly identifies and clearly addresses customer-impacting training and performance gaps.
• Advocates customer and associate input, takes action, delegates and/or addresses with leadership in order to remedy procedural, systemic and/or resource constraints.
• Manages and measures work; mitigates risks and creates efficiencies.
• Networks cross-functionally, encouraging and facilitating communications and best practice sharing within and across individuals, team, departments and/or sites.
• Openly and genuinely gives credit to other and actively showcases success stories; refrains from creating silos or speaking as us vs. them ; avoids blaming, and models personal accountability
• Manages leadership pipeline; challenges all team members to grow in current position

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

Location

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.