Sales Manager will recruit, develop, and manage W2 financial advisors, and manage and develop the sales process systems and activity for the firm.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop, coach, grow, and lead sales team to meet their potential, expectations and firm goalsDevelop and implement strategic sales plans to meet corporate goalsDevelop, execute and continuously improve sales process, systems and protocolParticipate in forecasting activities and set performance goals accordinglyDirect staffing, training, and performance evaluations to develop and control sales programDirect development activity and coordinate sales distribution by establishing sales territories, quotas, and goals.
Develop localized recruiting strategy, including experienced advisors and practice acquisitions.
Build centers of influence through associations and community involvement.
Develop and support onboarding for candidates.
Develop unique value proposition and articulate to candidates.
Manage day-to-day communication, needs and requirements of sales representatives.
Prepare and maintain current sales reports including activity, sales volume, potential sales, and areas of opportunityDeliver sales presentations to key clients in coordination with sales representativesMeet with key clients, assisting sales representative with maintaining relationships and negotiating and closing business.
Develop Client Acquisition and Key Account distribution opportunitiesParticipate in product developmentAnalyzes and controls expenditures of division to conform to budgetary requirementsManage recruiting pipeline and drive targeting and selection process across site for EAR candidates.
QUALIFICATIONS: Proven management and leadership skills.
Ability to lead a team of trained professionals.
Ability to communicate with customers, co-workers, and various business contacts in a courteous and professional mannerDevelop and implement processes and procedures for the office workflow.
Skill in utilizing various software packages such as Microsoft Office, clearing firm workstation software, and CRM softwareAble to interact with employees at all levels of the company, as well as ability to work with outside vendors.
Quick thinker; able to problem solve.
Multi-tasking abilities.
Proactive approach to work; does not need to be prompted to complete work functions.
Takes initiative whenever possible.
Takes ownership of ones work and exhibits accountability for the results.
Exhibits friendly and professional attitude and behavior toward all employees and vendors.
Able to maintain confidentiality and client privacy at all times.
Ability to maintain a high concentration level during interruptions.
Ability to organize, prioritize, and handle multiple tasks.
Excellent organizational and analytical skills.
EDUCATION and/or EXPERIENCE: Bachelors or Masters Degree with a financial background and/or 10 years experience in financial services industry.
Sales Management experience and demonstrated leadership skills
Sales Manager Job in Delran 08075, New Jersey US