Financial Services Staff Manager (Sheffield, OH)

The Western and Southern Life Insurance Company; Sheffield Township (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) match

Opportunities for professional development

Long-term incentive rewards

401(k) match

Professional development

Collaborative work environment

Job summary

A leading insurance firm based in Ohio seeks a Financial Services Staff Manager to oversee the recruitment, training, and development of financial representatives. The ideal candidate will have a strong background in financial services, excellent leadership skills, and a passion for helping others achieve their financial goals. This role offers competitive salary, performance-based incentives, and comprehensive benefits including a company-funded pension plan and generous 401(k) match.

Qualifications

• Minimum two years of experience in life insurance sales.
• Proven ability to recruit, train, and develop high-performing teams.
• Strong problem-solving skills and sound decision-making under pressure.
• 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 a team of financial representatives.
• Deliver training and ongoing coaching to enhance skills of staff.
• Monitor performance, provide feedback, and implement improvement plans.
• Develop strong client relationships and ensure client satisfaction.
• Collaborate with leadership to align staff activities with company objectives.

Skills

Leadership

Recruitment

Coaching

Client Relationship Management

People management

Education

State Life and Health Insurance license

Series 6

Series 63

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!

The Western and Southern Life Insurance Company Cincinnati, OH