Financial Services Staff Manager (Columbus, OH)

The Western and Southern Life Insurance Company; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading insurance firm is seeking a dynamic Financial Services Staff Manager in Columbus, Ohio. This role involves overseeing the recruitment and development of financial representatives, providing training, and fostering client relationships. Ideal candidates have a strong financial services background and leadership skills. A State Life and Health Insurance license is required. The position offers competitive compensation and growth opportunities.

Qualifications

• Minimum of two years of experience in life insurance sales.
• Proven ability to recruit, train, and develop teams.
• Strong decision-making skills under pressure.
• Minimum of two years of experience in life insurance sales.

Responsibilities

• Lead recruitment, training, and development of financial representatives.
• Provide coaching and mentorship to achieve sales goals.
• Foster client relationships and resolve issues for high satisfaction.
• Collaborate with leadership to align team activities with company objectives.

Skills

Financial services expertise

Leadership

Problem-solving

Client relationships

Education

State Life and Health Insurance license

Series 6

Series 63

Job description

Overview

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.

Responsibilities

• Lead recruitment, training, and ongoing development of financial representatives.
• Provide coaching, mentorship, and performance feedback to ensure goal achievement.
• Foster strong client relationships and resolve client issues to maintain high satisfaction.
• Collaborate with leadership to align team activities with company objectives.

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.

Employment type

• Full-time

Seniority level

• Mid-Senior level

Job function

• Sales, Finance, and Management

Industries

• Insurance, Financial Services, and Insurance Agencies and Brokerages

The description may include references to salaries and other benefits. This role is based in Dublin, OH; salary ranges listed are for illustration and may vary by location and experience.