Financial Advisor Sales Leader & Coach

Mutual of Omaha Insurance Co.; Tampa (FL); Sur place; USD 100 000 - 120 000; Plein temps

Avantages offerts par ce poste

401(k) plan with company match

Vacation and paid holidays

Résumé du poste

Mutual of Omaha Insurance Co. is seeking a motivated Advisor Sales Manager to lead and coach a team of financial representatives in Tampa. You will deliver hands-on training, guidance, and ongoing development to drive revenue and client satisfaction.

The role requires active Life & Health license, FINRA registrations, and up to 65% local travel; partnership with internal teams is essential for meeting growth targets.

Qualifications

• Active Life & Health License required.
• 3–5 years of field experience selling needs-based insurance and financial products.
• Deep understanding of the insurance/financial services industry, including current sales methodologies and regulatory guidelines.
• Proven leadership and motivational skills with a track record in sales performance.
• Willingness to travel locally up to 65% with reliable transportation.
• FINRA registrations: SIE and Series 6/7 (within 6 months), Series 63 (if applicable), Series 65/66 (within 6 months), Series 24/26 (within 18 months).

Responsabilités

• Coach and develop new financial representatives through hands-on training in sales strategies, prospecting, and marketing.
• Provide ongoing professional development, including weekly skill-building sessions, activity management, and field training.
• Lead by example in the community, representing Mutual of Omaha with integrity and professionalism.
• Collaborate with internal teams to meet revenue, growth, and customer experience goals.

Connaissances

Leadership

Coaching

Training

Sales management

Motivational skills

Formation

Active Life & Health License

Outils

Salesforce

Microsoft Office

Description du poste

Mutual of Omaha Insurance Co. is seeking a motivated Advisor Sales Manager to lead and coach a team of financial representatives in Tampa. You will deliver hands-on training, guidance, and ongoing development to drive revenue and client satisfaction.

The role requires active Life & Health license, FINRA registrations, and up to 65% local travel; partnership with internal teams is essential for meeting growth targets.