Financial Services Staff Manager (Lafayette, LA)

The Western and Southern Life Insurance Company; Lafayette (LA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

401(k) match

Opportunities for professional development

Collaborative work environment

401(k) match

Career development

Stability

Job summary

A leading insurance provider in Lafayette seeks a dynamic Financial Services Staff Manager to oversee recruitment and development of financial representatives. This role requires strong leadership skills, a passion for helping others, and a minimum of two years in life insurance sales. The ideal candidate will deliver training, monitor performance, and foster client relationships. Competitive salary and comprehensive benefits included.

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.
• Deliver training that enhances the skills and knowledge of your financial representative staff.
• Monitor and evaluate the performance of financial representatives, providing constructive feedback.
• Develop and maintain strong client relationships and resolve issues to ensure client satisfaction.
• Work with leadership to align with company objectives and participate in career development initiatives.

Skills

Leadership skills

Problem-solving skills

Client relationship management

Decision making

Education

State Life and Health Insurance license

Series 6 (preferred)

Series 63 (where required)

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.

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