Manager, Advice Center Sales
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Manager, Advice Center Sales in United States.
This role is a dynamic leadership opportunity for an experienced sales professional to manage and grow a high-performing team of financial advisors and retirement specialists. You will drive team performance, client satisfaction, and business growth through effective coaching, goal setting, and operational oversight. The position involves hands-on sales leadership, mentoring, and strategic planning to ensure team objectives are met while delivering exceptional client experiences. You will leverage consultative sales approaches to deepen client relationships and increase assets under management. Success in this role requires balancing operational management with inspiring and motivating a diverse sales team. This environment rewards proactive problem-solving, collaboration, and a focus on delivering measurable results.
- Lead, coach, and develop a team of financial advisors and retirement plan specialists to achieve individual and team sales objectives
- Establish and drive goals aligned with departmental and organizational objectives
- Provide professional financial advice and retirement planning guidance to clients, recommending products and solutions to meet their needs
- Use consultative and persuasive sales techniques to grow accounts and increase assets under management
- Ensure high standards of client service, satisfaction, and compliance with all regulatory requirements
- Oversee recruitment, performance management, training, and professional development for team members
- Manage team budget, P&L responsibility, and capacity planning to optimize performance
Requirements:
- Bachelor’s degree in Finance, Business, or related field, or equivalent industry experience
- 7+ years in sales and marketing within financial services or insurance, including at least 5 years as a financial planner/advisor
- FINRA Series 6 and 63 licenses required; Series 26 and 65/66 to be obtained within six months
- Resident state Life, Accident, and Health license, or ability to obtain within 90 days
- Strong communication and interpersonal skills to motivate staff and present information to clients and internal stakeholders
- Analytical and problem-solving abilities to assess trends, resolve client issues, and drive performance
- Proficiency in Microsoft Office applications; experience with financial planning tools preferred
- Supervisory experience and ability to lead team initiatives and mentor staff
Benefits:
- Competitive salary range of $85,000 – $95,000 plus performance incentives
- Comprehensive health, dental, and vision coverage for employees and dependents
- Retirement plans including 401(k) with employer match, pension, and employee stock purchase program
- Paid time off starting at 160 hours in the first year plus 10 paid holidays
- Parental leave, adoption assistance, backup care, and employee assistance programs
- Tuition reimbursement, career development, and professional training opportunities
- Inclusive work environment with Employee Resource Groups, diversity programs, and recognition initiatives
- Opportunities to participate in volunteer and giving-back programs
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Jobgether has the ambition to disrupt the recruitment industry as we know it by simplifying it and making it more accurate 🎯 Jobgether platform connects candidates and companies based on: - Skills -... Values - Ambition - Personality The candidat...
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