Financial Agency Leader & Coach

Western & Southern Financial Group; Lancaster (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Western & Southern Financial Group in Lancaster, OH seeks a dedicated individual to guide Financial Representatives in achieving production results, customer acquisition, and agent retention. The role involves effective execution of the 'Agency System' and providing functional, technical expertise to ensure successful development of Financial Representatives.

Candidates should possess significant sales and marketing experience, demonstrate effective coaching skills, and have a strong understanding of the financial services landscape. Ideal applicants will have the ability to create business plans and metrics to drive profitable results.

Qualifications

• 7+ years of relevant experience in financial services.
• Ability to provide creative solutions to sales and recruiting scenarios.
• Proficient in training and developing sales representatives.

Responsibilities

• Guide and direct Financial Representatives in their development.
• Execute the 'Agency System' to achieve production results.
• Conduct training and onboarding programs for new hires.

Skills

Sales and marketing experience

Coaching and training abilities

Strategic development

Education

High school diploma or equivalent

College degree

Tools

Word processing applications

Spreadsheet applications

Job description

Western & Southern Financial Group in Lancaster, OH seeks a dedicated individual to guide Financial Representatives in achieving production results, customer acquisition, and agent retention. The role involves effective execution of the 'Agency System' and providing functional, technical expertise to ensure successful development of Financial Representatives.

Candidates should possess significant sales and marketing experience, demonstrate effective coaching skills, and have a strong understanding of the financial services landscape. Ideal applicants will have the ability to create business plans and metrics to drive profitable results.