Manager - Financial Retirement Consulting Center
Job Description
MANAGER - FINANCIAL RETIREMENT CONSULTING CENTER
Our purpose is profoundly noble - educators shape our children's futures, and we believe it's our duty to secure theirs. We are committed to protecting what they've worked for today and helping them attain financial success for a better, happier retirement. Our unique understanding of the challenges educators face enables us to make a positive impact on their lives. They appreciate our advocacy and recognize the importance of their role in society.
Established in 1945 by educators for educators, Horace Mann Educators Corporation is the largest national multiline insurance and financial services company exclusively serving America's educators and their families.
ROLE OVERVIEW
We are seeking a dynamic Sales Manager for our newly established Retirement Consulting Center (RCC). This role entails leading and organizing our sales associate team, monitoring their activities and performance, ensuring sales goals are met, setting individual sales targets, and providing continuous training to the sales associates.
The core objectives of the RCC are:
· Expanding client access to our full suite of retirement solutions
· Enhancing our clients' experience and improving client retention
· Growing retirement accounts and assets under management
· Engaging in active customer outreach
As the RCC Manager with Horace Mann, you can look forward to:
· Leading a team of FINRA Licensed Financial Retirement Sales Associates, tasked with delivering Horace Mann retirement products and services to our existing and prospective clients
· Earning between $90,000 - $105,000 with a performance-based compensation package that includes a base salary, an incentive program (bonus and uncapped commissions), and a comprehensive benefits package
· Accessing a niche K-12 educator market with a more desirable and appealing risk profile than traditional markets
· Serving the loyal and financially responsible educators within this sizable and growing market
Your responsibilities will include:
· Providing ongoing training and coaching to the sales associates
· Setting performance expectations and ensuring that team sales and activity goals are met
· Managing functions crucial to team productivity, including planning, reporting, goal setting, sales process optimization, sales training, and sales program implementation
· Identifying new opportunities for growth within current and potential markets
The Retirement Consulting Center will be based at BCG Securities Home Office in Cherry Hill, NJ.
QUALIFICATIONS
· Highly motivated
· FINRA Series 6 or 7, 63/65 or 66 licensed
· Life Insurance licensed
· At least 3 years of management experience
· Proven track record in a sales manager role or similar
· Previous sales experience
· Ability to effectively lead and supervise a team
· Ability to provide clear direction to the team and ensure compliance
· Exceptional leadership abilities and team building skills
· Excellent written and verbal communication skills
· Outstanding organizational and leadership skills
· Problem-solving ability with a strategic approach
· Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Date Posted
06/07/2023
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11
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