Manager Retirement Consultation Sales

Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.



 
This position can be remote and will manage a team of advisors who also work remotely across the US**



The Manager - Retirement Consultation Sales LMNC team will support and motivate a group of Senior Retirement Consultants specialized in LMNC (Large Mega, Core, and Not For Profit) employer-sponsored plans. This position will focus on team sales targets, oversee the delivery of consultative advice and guidance to plan participants regarding their plan assets, and drive consultant productivity, call quality, and operational excellence.


Customer services include all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating, and investing in additional products or services based on the participant’s needs. Areas of key focus will include advice delivery, IRA sales, Stay In Plan, Taxable investment sales, and Roll-In sales.


The ideal candidate has a strong sales process and acumen, has proven success in sales and sales management, and is excited to develop a group of 10-20 stellar, experienced and licensed advisors.


What You Will Do



 
Guide high performing, senior level sales teams to achieve sales, customer deepening goals, and expert knowledge about Large Mega, Core, and Not For Profit plan rules, processes, and procedures
 
Manage to headcount targets across segments, collaborating with other segment team managers both within LMNC and sending segments (General Consultation, etc) to ensure promotions and transitions meet department headcount and staffing goals – manage associate retention and satisfaction
 
Encourage high retention rates across outbound campaigns intended to engage participants upon job separation; ensure opportunities are called in a timely manner and customer experience meets high quality standards
 
Manage segment level service level metrics, low abandoned rates and high call quality
 
Set sales and driver targets by period (activities, conversations, call quality, etc) and promote adoption of new products, services, and tools across associates – creating a positive feedback loop with appropriate partners
 
Ensure that all supervisory controls are in place and regular audits are performed and documented. Identify and manage risks
 
Coach and deliver feedback; develop and manage to performance plans
 
Fields and ensures resolution of escalated issues from representatives, clients, and participants
 
Identifies trends in escalated issues and proactively addresses with staff
 
Acts in a supervisory capacity
 
Take initiative with setting goals; participate in projects and company meetings as necessary



What You Will Bring



 
Bachelor's Degree or an equivalent combination of education and professional work experience
 
REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:
 
FINRA Series 7, 24, and 63 registrations required within corporate-established timelines. A Series 9/10 FINRA license is acceptable in lieu of the FINRA 24 license.
 
FINRA 65/66 registrations are permissible.
 
FINRA fingerprinting required.
 
3-5 years of relatable sales experience in financial services industry
 
Proven success in sales management



What Will Set You Apart



 
Ability to handle stressful situations and effectively manage associates and customer concerns on a daily basis
 
Motivated, self-starter with the ability to incorporate new information quickly
 
Fosters an environment that encourages professional growth and promotes sharing of best practices and organizational learning
 
Openly and genuinely gives credit to other and showcases success stories; refrains from creating silos or speaking as us vs. them ; avoids blaming, and models personal accountability



What We Offer You


We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.



 
Medical, dental, vision and life insurance
 
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
 
Tuition reimbursement up to $5,250/year
 
Business-casual environment that includes the option to wear jeans
 
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
 
Paid volunteer time — 16 hours per calendar year
 
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
 
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.



The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.


Base Salary Range


$ 81,000.00-99,000.00


We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.