Branch Leader - West Hartford, CT/New Haven, CT

Soteria Reinsurance Ltd.

West Hartford (CT)

Presencial

USD 80.000 - 100.000

Jornada completa

14 días+

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Descripción de la vacante

Soteria Reinsurance Ltd. is seeking a Branch Leader in West Hartford, CT/New Haven, CT to partner with senior management and lead sales and service associates. The role involves strategic management within a financial services environment, with responsibilities for fostering a strong team, implementing local marketing initiatives, and overseeing compliance.

The ideal candidate has extensive financial sales experience, management skills, and a commitment to achieving high levels of customer satisfaction.

Formación

  • At least five years in financial sales.
  • Three or more years in management within a financial services environment.
  • Series 7 and 66 or 63/65 required.

Responsabilidades

  • Support the Branch Manager in building a strong sales team.
  • Implement national initiatives to grow business through customer contact.
  • Oversee operational activities and compliance issues.

Conocimientos

Financial sales experience
Management experience
Time-management skills
Relationship management
Influencing skills

Descripción del empleo

## Branch Leader - West Hartford, CT/New Haven, CTApplylocations: West Hartford, CT: New Haven, CTtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2131088## ## Job Description:A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The **Expertise** We’re Looking For* We ask that you have at least five years in financial sales role* We believe that three or more years of management within a financial services environment is helpful* The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hireThe **Purpose** of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The **Skills** You Bring* Your background in relationship management and deep understanding of financial services* Impressive time-management skills and ability to execute on multiple priorities* You have a natural ability to influence and enhance the sales skills of others* Validated grasp of compliance and regulatory guidelines* Professional demeanor and excellent interpersonal skills* Positive attitude, empowering business professionalism and strong work ethic with high level of integrityNote: Fidelity is not providing immigration sponsorship for this positionThe **Value** You Deliver* Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness* Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation* Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns* Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representativesHow Your Work **Impacts** the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.## ## Certifications:## ## Category:## SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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