Financial Services Staff Manager (Charlotte, NC)

The Western and Southern Life Insurance Company; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary with incentives

Medical and dental benefits

Company-funded pension plan

Long-term incentive rewards

401(k) match

Professional development opportunities

Collaborative work environment

Job summary

The Western and Southern Life Insurance Company seeks a dynamic Financial Services Staff Manager to oversee recruitment, training, and development of financial representatives in Charlotte, NC.

This role ensures leaders have the tools, resources, and support to meet sales goals and deliver exceptional client service.

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 skills and the ability to make sound decisions under pressure.

Responsibilities

• 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.
• 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.

Skills

Leadership

Recruitment

Coaching

Client relationships

Decision making under pressure

Education

State Life and Health Insurance license

Series 6

Series 63

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 Financial Services 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.