Financial Services Staff Manager (WOOSTER, OH)

The Western and Southern Life Insurance Company

Wooster (OH)

On-site

USD 75,000 - 105,000

Full time

14 days+
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Benefits offered by this job

Performance-based incentives
Comprehensive benefits package
Opportunities for professional development
Long-term incentive rewards
401(k) match
Professional development
Collaborative work environment

Job summary

A financial services firm in Wooster seeks a Financial Services Staff Manager. This role requires overseeing the recruitment, training, and performance of financial representatives. The ideal candidate will have a strong background in financial services and excellent leadership skills. Competitive salary, performance-based incentives, and comprehensive benefits are offered. Join a company recognized for its financial stability and over 135 years of performance.

Qualifications

  • 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.
  • Proven ability to recruit, train, and develop high-performing teams.

Responsibilities

  • Recruit, develop, and engage your team of financial representatives.
  • Deliver training that enhances the skills of your financial representative staff.
  • Monitor and evaluate the performance of financial representatives.
  • Work closely with financial representatives to develop client relationships.

Skills

Strong leadership skills
Problem-solving skills
Coaching
Client relationships
Sales skills

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.
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