Financial Services Staff Manager (Cary, NC)

The Western and Southern Life Insurance Company; Cary (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Opportunities for professional development

401(k) match

Job summary

A leading insurance company based in Cary, North Carolina is seeking a Staff Manager in Financial Services. This role focuses on recruiting, training, and developing financial representatives, ensuring their success through comprehensive support. The ideal candidate should hold a State Life and Health Insurance license and have at least two years of experience in life insurance sales. Competitive salary and benefits package offered.

Qualifications

• State Life and Health Insurance license required.
• Series 6 preferred, and Series 63 (where required).
• Minimum of two years of experience in life insurance sales.

Responsibilities

• Recruit, develop, and engage your team of financial representatives.
• Deliver training to enhance skills and knowledge.
• Monitor and evaluate performance of financial representatives.

Skills

Recruiting

Training

Problem-solving

Team development

Job description

Staff Manager – Financial Services

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.

Key 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. 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.
• Collaborative and supportive work environment.
• 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.
• 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.

Benefits

• 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.

If you are ready to be challenged, we encourage you to explore the possibilities and apply today!