2 Sales Director Financial Advisory Firm Jobs in Tampa, FL

SORT BY

SET JOB ALERT

OFF

Details...

Sales Director Financial Advisory Firm

Lifetime Recruiting Strategies

Tampa, FL | Full Time

$164k-216k (estimate)

1 Week Ago

Strategic Alliance Sales Director (CRE): Google-Financial Services

Line of Service: Internal Firm Services

Tampa, FL | Other

$164k-216k (estimate)

1 Month Ago

Sales Director Financial Advisory Firm

$164k-216k (estimate)

Full Time 1 Week Ago

Save

Lifetime Recruiting Strategies is Hiring a Sales Director Financial Advisory Firm Near Tampa, FL

Our Client is one of Most Recognized in the country. Currently we are looking for a Sales Directors to lead teams in our offices throughout the US.

Responsible for leading a team of 5-10 Financial Advisors in day to day activities
Provide coaching and guidance to new associates on developing their business practice
Work with other members of the management team to continue growing the office
Responsible for personal production and management of team
Joint work with junior advisors
Excellent compensation
The Sales Directors is responsible for leading and advancing profitability, growth, and retention of the business in the region, consistent with overall business unit objectives. Key player in developing and implementing strategic and tactical operational initiatives. Effectively manages operations and processes. Sets and monitors performance standards. Is responsible for mentoring, coaching and motivating a team of Account Executives and Customer Service representatives to ensure the achievement of the team’s goals, organizational objectives and financial objectives.
Direct report to Managing Director

Primary Duties and Responsibilities

Achieve Business Objectives
Develop business plan and manage all aspects of marketing to achieve profit and production objectives.

Staff Development:
Develop and train team members

Establish performance goals and manage performance

Coach employees toward performance and development objectives

Make hiring, termination and compensation decisions

Manage workload, workflow and service levels to maximize efficiency

Responsible for compliance to all company and regulatory requirements

Accountable for team’s quality, results and corrective action plans

Business Relationships:

Business Strategy Development

Implement and execute long and short-term business strategies to effectively

Lead the development of strategic business planning activities, including marketing and underwriting that are designed to increase the business unit’s presence in the market; retain the appropriate mix of business; and achieve overall growth and profit objectives while considering our market competitive position.

Marketing, Agency Management

Job Requirements
REQUIRED QUALIFICATIONS

Bachelors Degree or equivalent experience
3-5 years industry experience
Demonstrated track record of driving sales of financial services and products
Strong business acumen with a deep understanding of financial services and products on the insurance and investment sides.
Must be licensed with s7 and Life and Health