Staff Manager - Financial Services Growth & Coaching

Western & Southern Financial Group; Wayne (PA); On-site; USD 75,000 - 95,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative Leader based in Wayne, Pennsylvania. The role includes guiding and developing Financial Representatives to achieve their production goals and ensure client retention. Candidates should possess strong sales and marketing expertise, a minimum of 7 years in the financial services industry, along with coaching experience. A college degree is preferred, and required licenses must be obtained before hire. This position demands access to an automobile and a valid driver's license.

Qualifications

• 7+ years of relevant experience in financial services industry.
• Strong business acumen and execution experience.
• Experience in sales, coaching, and creative solutions.

Responsibilities

• Guide Financial Representatives towards production goals.
• Lead training and coaching sessions for onboarding.
• Manage recruitment processes and maintain performance standards.

Skills

Sales and marketing expertise

Coaching and development

Client relationship management

Prospecting and recruitment

Education

High school diploma or equivalent

College degree preferred

Tools

Word processing applications

Spreadsheet applications

Email tools

Job description

Western & Southern Financial Group is seeking a Financial Representative Leader based in Wayne, Pennsylvania. The role includes guiding and developing Financial Representatives to achieve their production goals and ensure client retention. Candidates should possess strong sales and marketing expertise, a minimum of 7 years in the financial services industry, along with coaching experience. A college degree is preferred, and required licenses must be obtained before hire. This position demands access to an automobile and a valid driver's license.