Financial Services Team Lead & Training Mentor

The Western and Southern Life Insurance Company; Louisville (KY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary with performance-based incentives

Comprehensive benefits package

Opportunities for professional development

Collaborative work environment

Job summary

A leading insurance firm is seeking an experienced Financial Services Staff Manager to oversee recruitment and development of financial representatives. This role requires strong leadership skills and a background in financial services. Key responsibilities include team development, client relationship management, and performance monitoring. Ideal candidates must have a State Life and Health Insurance license and at least two years of life insurance sales experience. Opportunities for career advancement and a competitive compensation package are offered.

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.

Responsibilities

• Recruit, develop, and engage a team of financial representatives.
• Deliver training that enhances skills and knowledge.
• Monitor and evaluate performance of financial representatives.
• Work closely with financial representatives to maintain client relationships.

Skills

Leadership skills

Problem-solving

Team development

Client relationship management

Education

State Life and Health Insurance license

Job description

A leading insurance firm is seeking an experienced Financial Services Staff Manager to oversee recruitment and development of financial representatives. This role requires strong leadership skills and a background in financial services. Key responsibilities include team development, client relationship management, and performance monitoring. Ideal candidates must have a State Life and Health Insurance license and at least two years of life insurance sales experience. Opportunities for career advancement and a competitive compensation package are offered.