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, serving as mentor and change agent to transform business capacity for growth. Achieve department investment product sales goals including advisory, recurring revenue, and net new assets by providing ongoing coaching, guidance, and counseling. Train advisors on relationship selling, holistic financial planning, and minimum client experience standards while developing individualized business plans through regular touchpoints. Coordinate sales appointments, complete necessary paperwork, and partner with branch personnel to identify outside funding sources. Mentor team members on Broker/Dealer sales operations and participate in product review and approval processes for Advisory, Insurance, and Annuity. Comply with all Cetera rules, regulations, and securities regulators.
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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