Financial Services Staff Manager (Cerritos, CA)

The Western and Southern Life Insurance Company; Cerritos (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Company pension plan

401(k) match

Long-term incentives

Career development

Job summary

The Western and Southern Life Insurance Company seeks a dynamic Financial Services Staff Manager to lead recruitment, training, and development of financial representatives in California. You will drive performance and build strong client relationships while supporting a comprehensive benefits package and competitive compensation.

The role emphasizes coaching, strategic team growth, and rigorous performance management to help individuals and the agency achieve its sales objectives.

Qualifications

• State Life and Health Insurance license is required.
• Series 6 preferred, and Series 63 where required.
• Minimum of two years of experience in life insurance sales.
• Proven ability to recruit, train, and develop high-performing teams.
• Strong problem-solving and decision-making under pressure.

Responsibilities

• Recruit, develop, and engage your team of financial representatives, driving sales goals.
• Deliver training through ongoing coaching and mentorship to enhance skills.
• Monitor and evaluate performance; provide feedback and improvement plans as needed.
• Develop and maintain strong client relationships and resolve issues to ensure satisfaction.
• Support achievement of sales targets with competitive incentives and rewards.

Skills

Leadership

Team management

Coaching

Client relationship management

Problem solving

Education

State Life & Health Insurance license

Series 6 license

Series 63 license

Job description

Are you prepared to explore the possibilities?

The Western and Southern Life Insurance Company seeks a dynamic and experienced Financial Services Staff Manager to join our team. In this role, you will oversee the recruitment, training, and development of financial representatives, ensuring they have the tools, resources, and support necessary to succeed. The ideal candidate will have a strong background in financial services, excellent leadership skills, and a passion for helping others achieve their financial goals.

As a Staff Manager, you will:

Recruit, develop, and engage your team of financial representatives, assuming accountability for achieving the sales goals established for your staff or agency.

• Deliver training that enhances the skills and knowledge of your financial representative staff by providing ongoing coaching and mentorship.
• Monitor and evaluate the performance of financial representatives, providing constructive feedback and implementing improvement plans as needed. Set performance goals and track progress to ensure alignment with company objectives.
• Work closely with financial representatives to develop and maintain strong client relationships, assisting in resolving client issues and ensuring a high level of client satisfaction.
• Competitive salary with performance-based incentives.
• Comprehensive benefits package, including medical, dental, a company-funded pension plan, long-term incentive rewards, and a generous 401(k) match.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.
• The backing of a company consistently recognized for its financial stability, operating performance, and over 135 years of financial strength.

Minimum Qualifications:

• A State Life and Health Insurance license is required.
• Series 6 preferred, and Series 63 (where required).
• Minimum of two years of experience in life insurance sales.
• Proven ability to recruit, train, and develop high-performing teams.
• Strong problem-solving skills and the ability to make sound decisions under pressure.