Leiter CAD - Konstruktionsabteilung overseeing CAD team in woodworking projects and ensuring efficient workflow. Responsible for technical solutions and project management in construction.
About the role
- Manager leading a team of licensed advisors serving clients in Minneapolis through virtual methods. Driving team performance, retention, and revenue with a focus on professional development.
Responsibilities
- Responsible for team revenue of $1.5M+
- Accountable for the retention and engagement of a combined 800k clients
- Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth
- Responsible for conducting interviews and making talent selections based on attrition and future growth requirements
- Provides onboarding and training that ensures strong speed to productivity and skill set development
- Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for success, all while building self-sufficiency
- Build and foster a culture centered around the organization’s culture, mission, vision and values
- Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team.
- Partner with sales director to conduct quarterly business planning and manage performance expectations
- Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions
Requirements
- College degree in business, management, related business field, or equivalent experience
- Prior experience as a financial advisor
- Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired and must be obtained within 120 days of hire/transfer
- 5+ years’ experience of leading a team of 8 or more direct reports is highly desired
- Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia
- Previous experience in financial planning, investment products, and insurance products
- Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)
- Experience leading change in a fast-paced, high-growth environment
- Prior experience working in a team setting to achieve results
- Belief in organization’s core values and mission
- Driven and results oriented
- Client-centric
- Great communication skills
- Outgoing, positive, and energetic
- Empathetic
- Strong organization skills
- Advanced Designation (CFP® or ChFC, or CLU) is desired.
- Salesforce experience
- Money Guide Pro (or other planning tool) experience
Benefits
- various bonuses (including, for example, annual or long-term incentives)
- medical, dental, and vision insurance
- health savings account
- flexible spending account
- 401k
- pension
- life and accidental death and dismemberment insurance
- disability insurance
- supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- paid parental leave
- EAP
- well-being benefits
- other employee benefits
Job title
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Experience level
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