Financial Services Sales Manager
Company Name:
Arca24.com
Salary period: Annual
The Financial Services Manager is a key member of the Workplace Participant Services (WPS) business group providing leadership, with the primary focus on impacting team and functional results. In this role, you will provide daily management for a team of 15-18 Workplace Guidance Associates whom have their FINRA Series 7 license. The Workplace Guidance team is responsible for developing a comprehensive offering to help participants make better decisions on their plans and broader financial needs. Primary Responsibilities Accountable for the individual and team success through coaching, managing and leading Hire new staff, conduct performance appraisals, and manage employee issues Develop and maintain associate proficiency and extensive understanding of current market, economy, Fidelity guidance principles, tools and resources Ensure adherence to compliance rules and regulations Build strong relationships with leadership and business partners Conduct staff meetings and briefings to ensure the team is responsive to policy and procedural changes, market conditions, and team effectiveness Motivate representatives to ensure the highest quality of customer interaction and productivity Empower associates to be part of continuous improvement within the business to enhance customer satisfaction
Qualifications: Education and Experience Minimum of 2 years managerial experience in a service or sales centered business FINRA Series 7 and 9/10 licenses are strongly preferred or able to obtaiEstimated Salary: $20 to $28 per hour based on qualifications.
Arca24.com
Salary period: Annual
The Financial Services Manager is a key member of the Workplace Participant Services (WPS) business group providing leadership, with the primary focus on impacting team and functional results. In this role, you will provide daily management for a team of 15-18 Workplace Guidance Associates whom have their FINRA Series 7 license. The Workplace Guidance team is responsible for developing a comprehensive offering to help participants make better decisions on their plans and broader financial needs. Primary Responsibilities Accountable for the individual and team success through coaching, managing and leading Hire new staff, conduct performance appraisals, and manage employee issues Develop and maintain associate proficiency and extensive understanding of current market, economy, Fidelity guidance principles, tools and resources Ensure adherence to compliance rules and regulations Build strong relationships with leadership and business partners Conduct staff meetings and briefings to ensure the team is responsive to policy and procedural changes, market conditions, and team effectiveness Motivate representatives to ensure the highest quality of customer interaction and productivity Empower associates to be part of continuous improvement within the business to enhance customer satisfaction
Qualifications: Education and Experience Minimum of 2 years managerial experience in a service or sales centered business FINRA Series 7 and 9/10 licenses are strongly preferred or able to obtaiEstimated Salary: $20 to $28 per hour based on qualifications.
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