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Financial Services Sales Manager

Futurity First Insurance Group - Greater Texas

Financial Services Sales Manager

San Antonio, TX
Full Time
Paid
  • Responsibilities

    Job Description

     

    ESSENTIAL JOB FUNCTION

    The Associate Managing Director is responsible for supervising and overseeing the organizations sales policies, objectives, and initiatives for their sales team. They need to be familiar with a wide variety of sales concepts, practices and procedures. Must be comfortable with needs based selling and think creatively within a group of people.

    PRIMARY RESPONSIBILITIES

    • Responsible for leadership of the unit. This includes a commitment to serve as a positive example to the individual licensed insurance agents affiliated with the unit, the branch, company staff and within the community at large
    • Achieving the goals and objectives as reflected in the Business Plan for the unit
    • Sourcing, recruiting, development, supervision, support and retention of agents for the unit
    • Training new agents utilizing company approved and sponsored training methods and programs
    • Managing and conducting the business and affairs of the unit in accordance with the policies and procedures of Futurity First and our insurance carriers; ensuring that agents and staff carry out their respective responsibilities in accordance with the same policies and procedures

    QUALIFICATIONS

    • Management experience with a knowledge and understanding of insurance sales/distribution organizations with Life, Annuity, LTC, DI and Health products
    • Solid relationship skills
    • Must Have an General Lines Insurance License in the State of Texas

    Company Description

    Futurity First is a nationwide network of advisors and agents specializing in the financial security and retirement needs of seniors, pre-retirees, families and businesses. Our unique business model offers the flexibility to meet the needs of all types of advisors, at every stage of their career. With access to our broker-dealer and top insurance carriers, Futurity First advisors are able to provide independent planning strategies and recommendations to their clients. With an unparalleled choice of product and investment solutions, all backed by experts in marketing, training and comprehensive back-office support, Futurity First gives advisors the support they need to succeed.