What are the responsibilities and job description for the Director Financial Services Sales position at Farm Bureau Financial Services?
Do you consider yourself a strategic visionary with a passion for creating processes and efficiencies? Do you have a knowledge and passion for operations in the Wealth Management division? If so, this Director of Financial Services Sales opportunity may be a great fit for you!
Who We Are: At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a culture where integrity, teamwork, passion, services, leadership, and accountability are at the heart of every decision we make and every action we take. We’re proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You’ll Do: The Director of Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment and fiduciary professionals Wealth Management Advisors and Wealth Management Consultants focused on driving life, annuity and leading fee-based business through active coaching and cross-sell with our multi-line agent clients. Additional key responsibilities will include:
- Deliver Wealth Management Assets Under Management (AUM), Wealth Management Advisor (WMA) Wealth Management Consultant (WMC) headcount and revenue goals according to the defined Key Performance Indicators (KPI).
- Responsible for the recruitment process of WMAs/WMCs disciplines from Agent introduction through onboarding, as well as other sources.
- Work with Leadership and Life Sales Support Teams to assess the effectiveness of training programs and sales systems. Identify training and performance gaps, develop, and implement training program refinements to address identified deficiencies.
- Oversee the entire client/accounts onboarding process to ensure optimum transition experience for Advisors and their clients.
- Responsible for driving the deliverables of marketing campaigns.
- Oversee all staff development including selection, training, and development; performance review, salary administration, controlling workflow, motivation of employees and assigned budget activities.
What It Takes to Join Our Team:
- Bachelor’s degree or equivalent experience plus 12 years Wealth Management experience required.
- Minimum of 5 years field-level management experience, significant recruiting, and compliance experience required.
- FINRA Registered Representative Series 7 & 24 and 65/66. CFP preferred.
- Leadership and organizational skills, plus proven ability to build and sustain relationships with business partners both internally and externally required.
- Excellent communication and organization skills as well as the ability to maintain confidentiality required.
- Strong customer service and public relations skills required.
- Experience managing in a highly matrixed organization is preferred.
- Extensive travel required and valid driver’s license.
What We Offer You: When you’re on our team, you get more than a great paycheck. You’ll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement. Farm Bureau....where the grass really IS greener!
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.
