Easter Seals Jobs

Description

Job Summary:

Under limited supervision, uses specialized knowledge and skills obtained through experience, training and/or certification to lead and coordinate an annuity distribution organization composed of a team of external and internal sales consultants to achieve a specific sales target from financial advisors within a national sales territory. Leads defined work or projects of broad scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make more complex decisions. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business.

Essential Duties and Responsibilities:

• Leads the sales function for designated investment products and services.

• Manages a team in identifying opportunities to sell and promote investment products at the broker/dealer firm level within a sales territory and communicates those opportunities to Executive Sales Management.

• Leads a team in developing sales relationships with new and existing Financial Advisors.

• Leads the planning and coordination of national/regional conferences, senior level advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions Represents the firm at industry conferences and applicable meetings.

• Oversees the management of relationships and sales planning with external third party product sponsors.

• Oversight of development and content maintenance of marketing material

• Develops and implements programs, projects or processes for a major segment of a complex function or a small diverse business.

• Partners with other internal departments to leverage product sales and generate new business opportunities.

• Performs human resource management activities, including administering progressive discipline policies; evaluating performance; approving recruitment of new or replacement positions and approving training and development recommendations and providing appropriate learning resources.

• Coaches and develops wholesaler and support staff.

• Plans, assigns, monitors, reviews, evaluates and leads the work of assigned staff.

• May perform financial management tasks, including preparing sales budgets and financial reports, approving expenditures and researching variances.

• Coordinates the preparation of special analyses and information reports for management.

• Participates in developing, implementing and maintaining policies, objectives, short-and long-range planning; and develops and implements projects and programs to assist in accomplishment of established goals.

• Interprets, applies and recommends changes to organizational policies and procedures.

• Ensures effective coordination occurs within assigned functional area and with other functional areas

• Develops and maintains effective and efficient workflow.

• Identifies trends and implements corrective action where necessary

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Concepts, practices and procedures of business development in a financial services environment.

• Investment concepts, practices and procedures used in the securities industry.

• Principles of banking and finance and securities industry operations.

• Financial markets and products, particularly Annuities.

Skill in:

• Sourcing and developing sales prospects.

• Developing business development strategies.

• Gathering and compiling information and data.

• Initiating sales calls and responding to inquiries and turning them into sales opportunities.

• Establishing and maintaining databases.

• Preparing and delivering written and oral presentations.

• Operating standard office equipment and using required software applications.

Ability to:

• Train, coach, mentor and lead the work of others.

• Partner with other functional areas to accomplish objectives.

• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

• Gather information, identify linkages and trends and apply findings to assignments.

• Research, interpret, analyze and apply information about investment advisor organizations.

• Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Lead others in providing a high level of customer service

• Establish and maintain effective working relationships at all organizational levels.

• Maintain currency in investment advisor and financial planner services and products.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) years of experience in the financial services industry with a minimum of five (5) years demonstrated financial services sales or business development experience.

or

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• FINRA Series 7 license or the ability to obtain within (3) three months of hire.

• State Life Insurance license, or the ability to obtain within (3) months of hire.

Job: Business Development

Primary Location: US-MI-Troy-Troy

Other Locations: US-RM-Remote-Remote, US-FL-St. Petersburg-Saint Petersburg

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 75 % of the Time

Req ID: 2402918