Manager, Advisor Growth and Program Development
$110,000–$176,000 year
On-siteHonolulu, Hawaii, United States
Job Summary
Lead and manage the team of Financial Advisors and Associate Financial Advisors while serving as mentor and change agent to transform and optimize business capacity for growth. Achieve the department's investment product sales goals including advisory, recurring revenue, and net new assets by providing ongoing coaching, guidance, and counseling. Train advisors through a structured program covering relationship selling, holistic financial planning, and minimum client experience standards. Develop individualized business plans, coordinate sales appointments, and complete necessary paperwork for successful transactions. Maintain effective partnerships with branch personnel and comply with all Cetera, state, and federal securities regulations. Participate in product review and approval processes for Advisory, Insurance, and Annuity offerings.
Required Qualifications
- Minimum five (5) years of Direct selling experience in the securities and/or insurance business
- Minimum five (5) years of prior experience hiring and managing a team, with demonstrated ability to train, coach, and motivate sales individuals
- Demonstrates competency in use of Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Highly effective verbal, written, interpersonal, and presentation skills
- Ability to effectively present to individual customers or to large groups
- Must be a motivational leader who can hold candid and direct communication with all team members and Bank teammates
- Demonstrated ability to lead teams through change
- Proven ability to build strong and lasting relationships with internal and external individuals
- Experience with holistic financial planning and building recurring revenue, namely in advisory solutions
- Life and Health licenses
- SIE registration
- Series 7 registration
- Series 66 registration
- Valid US driver's license
- Access to transportation
Desired Qualifications
- Series 24 registration
- Series 9 registration
- Series 10 registration
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