This prestigious National Financial Services leader seeks an exceptional individual with investment sales and sales management experience to lead this local branch office. To be successful in this role, you must have a proven track record of strong individual performance and possess superior knowledge of all products and strategies available to meet client needs. Your primary focus as the Branch Manager will be to advise existing and prospective clients in the selection of products and services best suited to meet their financial goals as well as the direct supervision and professional development for a small team of Financial Advisors.
Meet or exceed the Branch Management sales performance minimums
Responsible for driving branch client appointments and phone sale opportunities.
Lead the branch team to achieve designated customer satisfaction goals
Continuous focus on growing sales knowledge, staying current with industry and market trends, improving processes, and enhancing the client experience.
Analyze and interpret customer financial circumstances and investment objectives in light of various factors.
Advise customers on advantages and disadvantages of various investment products.
Demonstrate solid portfolio planning skills and comprehensive industry and investment knowledge through balanced presentations for client needs and long-term financial strategy
Position appropriate products -- through balanced presentations -- to each client current needs and long term financial strategy, including sell advice and portfolio planning
Adapt coaching and influence strategies to effectively motivate, influence, inspire, recognize, and engage Associates.
Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement.
BA / BS degree in Finance, Business highly preferred
Series 7 and 66 (or 63/65) required
Series 24 (or 9/10) a plus
3+ years licensed financial sales experience
Prior sales management experience in either brokerage or banking industry required,
Understanding of current regulatory requirements in the financial industry.
Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
Experience presenting solutions to clients and prospects through face-to-face/phone meetings
Successful experience and proven track record in growing sales
Proven ability to develop strong relationships with clients, prospects, business partners and direct reports
Proven leadership, management and motivational skills
This excellent career opportunity will not last long so send your resume today!
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