Financial Services Staff Manager (Oakbrook Terrace, IL)

The Western and Southern Life Insurance Company; Oakbrook Terrace (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Performance-based incentives

Medical benefits

Dental benefits

Company-funded pension

Long-term incentives

401(k) match

Career advancement opportunities

Supportive work environment

Financial stability

Job summary

The Western and Southern Life Insurance Company in Oakbrook Terrace, IL, seeks a dynamic Financial Services Staff Manager to oversee recruitment, training, and development of financial representatives, ensuring they have the tools and support to succeed. This role emphasizes leadership, coaching, and client relationship building to drive performance.

You will lead a sales-oriented team, deliver coaching, monitor performance, and build strong client relationships, with a competitive salary and

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.

Responsibilities

• Recruit, develop, and engage your team of financial representatives to achieve sales goals.
• Deliver training with ongoing coaching and mentorship to reps.
• Monitor performance, provide feedback, and set goals to align with company objectives.
• Develop client relationships and resolve issues to ensure satisfaction.

Skills

Life Insurance license

Series 6

Series 63

Recruiting

Training

Team development

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.