Retail Affluent Sales Manager Responsibilities:

• Recruit, retain and motivate 15 active Financial Advisors licensed by NIC.
• Develop and design cutting-edge strategies to motivate Financial Advisors for Peak Performance
• Conducting product refresher trainings as well as relevant topics to improve the skills set of financial advisors every month.
• Supporting non-performing Advisors through PRP and Co-attendance in the team in conjunction with Branch Sales Manager to improve performance.
• Research and develop more commercial worksite markets and develop strategies to penetrate them on a weekly basis.
• Vet and certify by signing on all proposal forms to ensure they are fully and accurately completed for data capturing.
• Preparing daily, weekly and monthly reports to meet reporting standards.
• Manage error rate to 2% returns or below for the team on a month on month, year to year basis.

Qualifications And Experience Required

• Bachelor’s degree from an accredited University, with a minimum of 3 years, relevant experience:
• Sales/ Productivity
• Compliance
• Team Effectiveness
• Marketing
• Relationship Building

Competencies

• Tenacity
• Sales Ability (New client acquisition).
• Technical Knowledge
• Decision Making
• Gaining Commitment
• Building Relationships
• Business Awareness
• Initiating Action
• Distribution Support (Reporting, Productivity Management and Relationship Management with Partners).