What are the responsibilities and job description for the Director Financial Services Sales position at FBL Financial Group, Inc.?
Director Financial Services Sales
The Director Financial Services Sales is responsible for recruiting, developing, and leading a team of life, annuity, investment, and fiduciary professionals, including Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs). This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures. We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions
- Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
- Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
- Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
- Align sales and marketing strategies by working closely with executive leaders and field leadership. Build strong relationships with Agency Managers and Agents to support sales growth across FB Life’s distribution channels.
- Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
- Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement. Serve as the primary liaison with mutual fund and managed‑money partners.
- Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
- Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
- Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How
- Bachelor’s degree or equivalent experience plus 12 years of Wealth Management experience required.
- Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
- FINRA Registered Representative Series 7 & 24 and 65/66. CFP preferred.
- Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
- Excellent communication and organization skills as well as the ability to maintain confidentiality required.
- Strong customer service and public relations skills required.
- Experience managing in a highly matrixed organization is preferred.
- Extensive travel required and valid driver’s license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.